Episode 0003: Synaptics: What does China know about Synaptics that U.S. investors don’t?

When Synaptic’s stock price withered from over $100 per share this summer to the mid-60s, according to Bloomberg a state-backed buyer from China offered to pay $110 per share for the company, and was rebuffed.  What did China see in Synaptics that institutional investors in the U.S. may have missed in this company?  In this podcast, Bill Baker, CFA, tears apart the the pieces of the company hidden behind opaque segment reporting and discusses the unique competitive advantages held by Synaptics.