AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
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
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode