[DATED MARCH 2017 via Jarvus Friends and Family Fund prior to Third Wave Capital inception] One year ago in March 2016 I wrote to friends and colleagues that there was a severe undervaluation of microchip stocks across the board. It seemed at the time that the slow down in PC sales growth caused over selling in microchip sectors considered to be completely reliant on PC sales. However, what was...
An update on the Microchip Thesis
A