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Recently reached this little milestone on Substack. Thanks for the support everyone!
RBC bearish on the future impact of M&A for TransDigm. From the downgrade today.
Our second episode on Amphenol is a discussion of what sets the company apart from its peers, why it always takes the long view vs going all in on growth trends in electronics, and what the future may have in store.
Episode 24! The Untold Story of Amphenol: Part II We talk with Morningstar's Will Kerwin about connectors, the industry's drivers, and the current state of Amphenol.
Too big of a deal anyway. Can now move on without the overhang.
Canada’s Alimentation Couche-Tard has abandoned its bid to buy Seven & i bloomberg.com/news/articles/…
Just published my Deep Dive on $APG. Full Deep Dive below.
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