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  "documentTitle": "Monolithic Power Systems (MPWR)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
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  "presentationDate": "2019-10-09 00:00:00",
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  "notes": "The slide uses a two-part structure: suspicious guidance practices vs. signs of financial strain.",
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      "text": "Guidance Practices And Ability To Rarely Miss Quarterly Estimates Suspicious In Context Of End Market Exposure And Inventory",
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      "text": "Guidance vs. Peers: In the past 4 quarters, MPWR's quarterly sales guidance has been within 2% of its midpoint and its gross margin guidance range is 0.70%.",
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      "text": "downside risk: 75% - 85%",
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