Kiran Pande
Small-cap, portfolio strategy, theory

Alpha And Omega Semiconductor - Undervalued Takeover Target With Aces Up Its Sleeve

Alpha and Omega Semiconductor (NASDAQ:AOSL) is a small-cap company whose 2010 IPO can only be described as a complete disaster. Within only a few months of its offering, share prices plunged from the asking price of $18 per share to just over $10 per share. In its short history, the stock has done nothing but disappoint shareholders, slapping them in the face with its current market value of around $7.50 per share.

Valuation has gotten so low that the company looks like a prime takeover target via any one of the major consumer technology companies it supplies. Its portfolio of close to 250 patents (and over 200 more pending) is valued at exactly $0, adding bonus points to...

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