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Hello Eric,

This is my first post :)

I want to ask you about TQNT. Their earning miss and the subsequent guidance seems to be worrisome. With 0.16 for the next quarter, they will have a more than 10 fwd PE. I bought TQNT over CRUS because of a misplaced information that it has 9% insider holding. I continue to hold because after due diligence it seems like a very good investment.

Looking at the company with such a good balance sheet, no debt and rising sales makes me want to buy some more at these levels.

What is your opinion ? I do not see you buying anymore even after a near 40% drop in your holding.

Regards,
-Ip
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