Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Why Aren't They Buying Back Shares?
Duk: If these guys are so cheap, why aren't they buying back shares? Duk: One of the weirdest parts about this story is last quarter, after putting out amazing results, beating aing speeding revenue. They talked ot onther results for the rest of the year. But you know, every transaction if the stock has been an insider sale for the past two years,. An, they've been pretty hefty inside our sales.
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