Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

M/A-COM: A Semi Name That Can Take The Heat

M/A-COM Technology Solutions (MTSI) seems like a name which over the past few years, has taken proactive steps that may position the business towards faster growth and better profitability going forward, even with major macro headwinds gaining pace.

The macro outlook for the semiconductor space looks horrible, which is why this might be a perfect time to look away from hot product driven stories, e.g. action cameras suppliers, and focus more on quiet performers in the semi food chain, who are creating consistent value for the shareholders and have established growth catalysts, independent of the macro dynamics.

Source: MACOM

M/A-COM looks like a name that fits the bill. Over the past few years, the high-performance analog, RF, microwave

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