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Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
The Fundamental Angle of Silicon Motion
Silicon motion makes controllers for NAND flash, the memory that's ubiquitous in modern computing. The company is taking a little bit more share and has great partnerships with other companies as competitors are exiting. Silicon motion shares have risen about 30% this year; they're now valued at around $30 per share.
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