01-28-2016, 11:14 AM
Despite quadrupling revenues since the IPO in 2011, the shares have gone nowhere:
It's a tough market for them.. But you can see why we were firm believers $9 would hold. The funny thing is, the big runup in 2013-4 occurred on rumors Apple would source them. They finally did, but this has been a mixed blessing, to put it mildly, as Apple has led to a rather substantial margin squeeze.

