Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Insider Buying And A Business On The Cusp Of Inflection: Shares Have 58% Upside

Entropic Communications (NASDAQ:ENTR) is a beaten down semiconductor company whose solutions primarily target the connected home. Following what was a rather disappointing quarter, marred by product ramp push-outs as well as market share loss in what is currently a fairly subdued operating environment, the shares have dropped considerably and trade just a hair above 52-week lows. However, it is my view that investors with 12-18 month time horizons could be looking at a double as secular headwinds subside, and as the company rolls out more competitive products and reverses what has been a market-share loss story.

Understanding Entropic's Product Offerings

Before continuing on any further, it is important to understand Entropic's various product segments. These are broadly classified...

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