Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
00:00
The Trifecta of Silicon Motion
Silicon motion announced a merger to be bought out for about $107 share by Max Linner, I actually reached out for legal advice. It seems as anyway, I could block the deal because I believe that $107 vastly undervalued silicon motion. The company turns out that Heyman, Ireland, domicile, there was no real way to, there's nothing to sink the teeth into. So we didn't have a way to try to block it. But if this deal doesn't go through, I think that's great for investment. We're holding at about 35% of the funds in silicon motion.
Transcript
Play full episode
