5min chapter

Yet Another Value Podcast cover image

Mordechai Yavneh on Silicon Motion $SIMO

Yet Another Value Podcast

CHAPTER

MXL Stock Drops 20% the Day They Announced This Deal

M XL stock drops 20% the day that they announced this deal. There are synergies here the market, you know, goes. I don't know how much the synergies are real on M XL. The TMC is not going to go to max and you say, oh, so now you're bringing me max linear and so commotion business, we'll give you 20% discount? I doubt it. They can't find the main what's the main expense of social commotion.

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