Mordechai Yavneh on Silicon Motion $SIMO from Yet Another Value Podcast

Mordechai Yavneh on Silicon Motion $SIMO

1 hour 6 minutes Posted Dec 15, 2022 at 2:59 pm.

Intro 

Why SIMO is different than normal merger arbitrage 

More SIMO overview 

Is the merger overhang impacting SIMO's price? 

Discussing SIMO's fundamentals 

Why companies are outsourcing to SIMO 

Why SIMO is taking share

Breaking down SIMO's market share 

Why SIMO's demand dynamics aren't like MU's 

SIMO's proxy projections and fundamentals 

How Mordechai looks at SIMO's fundamental value 

Why MXL wanted to buy SIMO 

Why SIMO saw some customer churn in ~2018 

What are the odds the SIMO deal goes through? 

Capital allocation in a potential deal break

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Show notes

Mordechai Yavneh, founder and PM at Focus Capital, discusses his investment in Silicon Motion (SIMO) and why he thinks it's "merger arb for people who don't like merger arb."

Focus Capital's research site (with SIMO deck): https://focuscapitaladvisers.com/research

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