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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
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