Monday, September 28, 2015


The market can behave irrational at times and many of the risk arb plays are behaving as if there is a deal break baked in. I just want to re-evalute all the reasons for being in a particular arb play. For example, with Integrated Silicon Graphic Solution (Ticker: ISSI) based on the communication by the company and looking at the products that they manufacture, I still see a good probability of CFIUS approval for ISSI. I reviewed the companies rationale for the CFIUS approval process and it does make sense to me. See below for excerpts of an investor presentation…  



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