2min chapter

Yet Another Value Podcast cover image

Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast

CHAPTER

Why Did MXL Buy Silicon Motion?

I think the reason is because MXL CEO was bored and wanted to increase his system. They're serial acquirer they've acquired other companies, they take on a lot of debt for it. I don't know whether it will turn out well so Max linear shareholders didn't get to vote on it. But there it's just trying to become a bigger semiconductor business.

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