Tag: semiconductor

We Applaud Creative M&A Strategies

We Applaud Creative M&A Strategies

It has leaked that semiconductor giant Broadcom (tkr: AVGO) is working to acquire CyberSecurity software company Symantec (tkr: SYMC).  Semiconductor investors are not fans of the deal as AVGO shares have traded off 6% since the news leaked. Conversely, we like the prospective acquisition for a couple of reasons: First, Symantec’s recurring revenues will help … Continue reading We Applaud Creative M&A Strategies

Senior Leadership Teams Influence A Company’s Success (or lackthereof) More Than Any Other Variable

  For those whom don't know, the photo is of late/great Intel early employee (technically not a co-founder) and former CEO Andy Grove. What is the most important factor in identifying companies that will be successful over time? Answer: the senior leadership team. Quality leaders should be offended when they are referred to as “managers”.  … Continue reading Senior Leadership Teams Influence A Company’s Success (or lackthereof) More Than Any Other Variable