We decided to take our preliminary preview on the InvenSense IPO and turn it into a screencast rather than a document. Part of the reason for this is to experiment with a new medium that seems more modern than the typical PDF files we tend to create. It's also early in our research process for this name. Even though we've completed a preliminary IV for the shares, it seems premature to bake it all into a PDF.
So, what follows is a 9-minute screencast summary of the space, the company, the competition and Intrinsic Valuation.
We'd . . .