Primer: Xilinx Inc (XLNX US) - Sep 2025
Historical Context is Crucial: This report analyzes Xilinx Inc. as a standalone entity prior to its acquisition by Advanced Micro Devices...
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Makus: A Textbook Case Study of How Improving Shareholder Value Leads to Surging Share Price
Makus announced that it will cancel a total of 6 million treasury shares (37% of outstanding shares) in the next three years until 2027 to...
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Korea Small Cap Gem #34: Makus
With greater interest in companies that have a combination of high levels of treasury shares as a percentage of market cap, cheap valuations, and...
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AMD. Making Sense Of The Proposed Xilinx Acquisition.
If the ~$5 billion (minus what it can get for ZT Systems manufacturing operations) AMD is paying to get its hands on 1,000 data center engineers...
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JSR Corporation (4185 JP): Tender Offer Risk/Reward
The wide gross spread reflects the risk in satisfying the pre-conditions related to country approvals, particularly in China. In this note, we...
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