Best Idea Short Call Today | Microchip Technology $MCHP

10/17/18 10:25AM EDT

Our Tech analyst Ami Joseph issued his short call on Microchip Technology (MCHP) on June 22nd. The stock has fallen 30% since. He believes the stock has additional downside ahead.

He's hosting an in-depth institutional "Black Book" call today at 2:00pm ET. Email sales@hedgeye.com for access.

Best Idea Short Call Today | Microchip Technology $MCHP - zmchp

Best Idea Short Call Today | Microchip Technology $MCHP - zdrag

TOPICS TO BE DISCUSSED ON THE CALL:

  • MCHP in transition from Linear to ON
  • How far back does inorganic share gain count for MCU? 
  • Adding up the puzzle pieces, what does organic growth look like on a forward basis for the new MCHP?
  • MSCC discovery still ahead
  • Semi Cycle tactics and thoughts on stocks we would look to buy out of the rubble
  • Your favorite Defamation Lawsuit (which we previewed Monday in our note: MCHP | Happy is the Short Who Presses When Target Sues Acquirer for Defamation)

Email sales@hedgeye.com for access

© 2019 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.