I started covering Monolithic Power Systems (NASDAQ: MPWR ) on Seeking Alpha back in January with a Buy rating. The thesis was straightforward: valuation multiples were hovering near historically low levels, and I had strong conviction in the company'sI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazi ...