Yet Another Value Podcast cover image

Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast

CHAPTER

Samir Blocks the Merger

Samir is going to get $160 million in break fee for max linear. That's about $120 tax adjusted. They've got 250 million in cash on their balance sheet. You have to think they'll probably generate a little bit more. Even if the bills turn down in the near term, they'll generate more cash.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner