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  "documentTitle": "Monolithic Power Systems (MPWR)",
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  "authorName": "Ben Axler",
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  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2019-10-09 00:00:00",
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  "notes": "Uses a dialogue format to cast doubt on the sustainability or organic nature of the company's growth.",
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      "text": "We asked a key early financial executive his views on MPWR’s recent success. His opinion was insightful.",
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      "text": "Has the recent success of the company surprised you at all? I mean the, the company has been able to really accelerate the revenue growth from, call it 9%, to now putting up consistent 20% plus growth and maintaining margins.",
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      "text": "That has surprised me. I would’ve bought more stock if I knew that. Yeah, because back in the day when I was doing that, you couldn’t get that kind of revenue (growth). Well, the only years we had it was where we jumped into the consumer market and it turned around and bit us in the ass. But I probably looked at half a dozen acquisitions when I was there. Nothing interesting. They finally bought that power module company in Switzerland. But I mean Michael basically developed it himself. It basically take the ideas and, and he was to develop new products and ideas themselves.",
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      "text": "“That has surprised me. I would’ve bought more stock if I knew that. Yeah, because back in the day when I was doing that, you couldn’t get that kind of revenue (growth). Well, the only years we had it was where we jumped into the consumer market and it turned around and bit us in the ass.” — MPWR’s Former Executive",
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