Jaret Wilson
Hedge fund manager, deep value, growth at reasonable price, tech

ChipMOS Reaches An Inflection Point

The dream of every money manager is to find a strong business just before it's been recognized by the market, and just as it hits an inflection point. That inflection point might take the form of a restructuring, or of a surge of new business, or in ChipMOS's (NASDAQ:IMOS) case, both.

I've written before about the laborious process that ChipMOS is going through in order to restructure the company, including streamlining the corporate structure and having a dual listing in Taiwan and the US, with the US shares as ADRs of the Taiwanese shares. There are some long term tax and fiscal benefits that you might like to review, but today I'd like to talk about some...

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