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2min chapter
Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
Is This a Good Acquisition for a Company of This Size?
i just looked at and said, hey, if duck thinks this might be a sales candidate, wouldn't they be doing these kind of balt on acquisitions while they're in the while? Or do you think it's just too early? There's not much to read there. But now, look at that acquisition. It was an acquisition worth orin its 20 million dollars. So i think it's the right move. They like every like. Essentially, if i was rambus, i would be buying every single c x l p p thing you can buy until from here, until much further from now.
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