Even with the business management change coming from Cirrus Logic (CRUS) recently, we still see a company with strong potential financial growth. With, in our view, the investing thesis moving from a more crisp financial modeling toward trust, management’s continued willingness to communicate business direction with magnitudes seems paramount. SinceRead More →

Introduction This is the third edition of the Asian Idea Generator Weekly that profiles Asian investment opportunities via the following idea generation sources: 1) piggybacking the trades of institutional investors and insiders; 2) quantitative screens; and 3) proxies for secular investment themes. Piggybacking: Asian Insider Trades In the prior twoRead More →