
Sign up to save your podcasts
Or
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
Chapters
4.6
9595 ratings
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
Chapters
3,364 Listeners
1,780 Listeners
934 Listeners
2,301 Listeners
799 Listeners
190 Listeners
362 Listeners
302 Listeners
65 Listeners
90 Listeners
391 Listeners
246 Listeners
344 Listeners
47 Listeners
273 Listeners