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Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
The Merger Arbitrage Angle
I think we mentioned Twitter, I can't remember how I said explicitly or implicitly. When I said we had something to talk about in July, I was referring to Twitter. And one of the things that we're good is if I started from the end and worked backwards, I was like, Twitter is 95% to win this case. But I never swung quite as hard as it wanted to because I always like, I'll wait for the trial to get a little bit bigger.
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