Sign in

    Jeff Meyers • Cobia Capital

    Jeffrey Meyers is the Founder and Chief Investment Officer of Cobia Capital Management, specializing in value-oriented long/short equity investing with a particular focus on small-cap technology companies. He has notably covered and invested in firms such as Franklin Covey, and his investment ideas have outperformed, earning him the #1 all-time analyst ranking on SumZero with an average return of 137% and recognition as a top investor in multiple categories. Meyers founded Cobia Capital in 2008 after building extensive experience in technology and value investing over more than twenty years. He oversees all aspects of investment, portfolio construction, and risk management at Cobia, and is recognized for his expertise and performance in the small-cap tech space.

    Jeff Meyers's questions to Silicom Ltd (SILC) leadership

    Jeff Meyers's questions to Silicom Ltd (SILC) leadership • Q4 2024

    Question

    Jeff Meyers asked for details on the FPGA product opportunity, including historical performance, future outlook, and the gross margin profile for these products.

    Answer

    Executive Eran Gilad explained that Silicom's FPGA business is expanding from its traditional base in high-frequency trading to new opportunities in streaming, security, and network equipment, often through partnerships with IP providers. He noted that while FPGA products typically carry higher gross margins than the company average, he does not expect them to alter the company's overall target gross margin range of 27% to 32%.

    Ask Fintool Equity Research AI