While Mobileye's ( MBLY ) third-quarter results were soft, this came against a fairly challenging macro backdrop. I previously suggested that despite its core business remaining resilient, a lack of advanced design wins was weighing onRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with ...