Bryan Wagman
Long/short equity, value, growth at reasonable price, industrials

OmniVision Technologies Has A Bright Future

Thesis

OmniVision Technologies (NASDAQ:OVTI) has a strong competitive position at the moment, and things only look like they will get better. Growth for the company should be coming from all sorts of aspects and angles, including smartphones, tablets, Asia, and emerging product applications.

Company Overview

OmniVision is one of the world's leading providers of image sensor technologies. The company, founded in 1995, has over 2005 employees and is headquartered in Santa Clara, California. The image sensors that the company produces is used in a wide variety of products, including tablets, smartphones, cars, home security systems, wearable technologies, and more. The company is recognized across the world for their high quality CMOS technologies. They develop product superiority through better...

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