Comments
Transcript
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STThere's a reason tech hardware stocks command lower PE ratios. Also a deal with one customer falls through and the stock takes that big a hit is not a good sign.
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EBGood and informative interview. I do believe Jeff should take it down a few notches on the excite-o-meter.
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JPI don't know how to analyze as most of this investment seems like more of a speculation on future design wins than an investment in an undervalued company. One thing I can say for sure is that no their chips cannot remotely mine bitcoin and the description of their capabilities seemed over optimistic.
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JL250mm market cap, israeli company with average liquidity of 16k shares a day? oh man, that is risky! israeli companies probably have as much transparency as chinese companies. only good thing is that this guy has been a long term holder but we have no idea how many shares he owns and if he has traded in and out.
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JLThe stock price chart caption is wrong. RV's charts say "Silicon," the company name is "Silicom," ending with "m."