Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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How to Buy Back Shares in a Semiconductor Company
Mordecai: I would not be surprised if the deal breaks. They get tax adjusted 120, 130 million coming in. And then as you said, they've historically been pretty good about buying back shares. So that speaks to a management team that sees value in their shares reward shareholders. Nothing that comes, nothing comes, comes on straight down. That's kind of something up. No, I think we cover all the bases. High growth, profitable, lower risk,. risk, risk, competition, and cheap value issuesThat's what I have. I have five companies like this. I'd be able to take vacation. Well, hey, I really appreciate you coming on for people
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