Brandon CaoJan 193 minSilicon Motion Technology: Great Fundamentals, Greater MergerWe have been analyzing Silicon Motion ($SIMO) since November 2022 and believe that it has good long term value, provided the proposed...
Brandon CaoJan 132 minNew Year, New Recession: What Goliath is Doing to Prepare.In recent times, the Federal Reserve has been raising interest rates to levels not seen since before the '08 recession. With rates...