Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Buying Rambus
Activists who get a board ad byse receipt, and maybe blows out of the stock. He he still doesn't own a lot. All the insiders soln on anything. And i just looking to say, trading cheaply with this huge call option, like, why aren't we seeing at least some share inside our ownership? Why isn't this activist getting on the board, buying as much shairs as possible, pushing the company to buy back shairesit?"
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