Nyquist Capital » ATHR http://www.nyquistcapital.com More Signal. Less Noise. Fri, 25 Jul 2008 15:41:30 +0000 http://wordpress.org/?v=2.3.3 en Vitesse Investment Thesis http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2006%2F10%2F16%2Fvitesse-investment-thesis%2F&seed_title=Vitesse+Investment+Thesis http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2006%2F10%2F16%2Fvitesse-investment-thesis%2F&seed_title=Vitesse+Investment+Thesis#comments Mon, 16 Oct 2006 18:43:46 +0000 Andrew Schmitt http://www.nyquistcapital.com/2006/10/16/vitesse-investment-thesis/ vitesse1.Png

I’ve been engaged in constant debate with readers and other investors about my position in Vitesse Semiconductor since disclosing it. Based on reader email, it was one of my more unpopular opinions. I thought it would be appropriate to share my investment thesis from early August with a wider audience.

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