This article is part of our Rising Stars Portfolios Series.
In this video, Fool analyst Eric Bleeker discusses one of the companies on his short watchlist: Britain's Imagination Technologies, which has found tremendous success licensing technology used to create graphics processors in mobile devices. Imagination has dominated the mobile graphics niche, licensing its designs to a powerful group of companies including Apple
In the complex field of mobile chipmaking, investors might be more familiar with ARM Holdings
Bleeker's not opening a short position in Imagination at this time; he wants to continue learning more about the company's technologies and position. Also, Imagination's share price has recently gotten clobbered after reports surfaced that Samsung favored ARM's next-generation graphics processor instead. However, he's keeping Imagination on his watchlist for now, and suggests investors do the same.
See why Bleeker thinks Imagination might eventually make a good short: