They’re specced in globally (direct and through Tier 1/2 suppliers) with EU/US/Asia (incl. Chinese) OEMs - happy to discuss in DMs
02.02.2025 21:02 — 👍 1 🔁 0 💬 0 📌 0
Have a look at Elmos instead, Littlefuse purchased their fab.
They’re transitioning to a fabless model and trading at a cyclically low multiple (automotive inventory correction/bullwhip) with increasing free cash flow generation and HSD growth through the cycle.
02.02.2025 08:25 — 👍 1 🔁 0 💬 2 📌 0
Any must follows? Just moved as well!
11.01.2025 17:23 — 👍 0 🔁 0 💬 1 📌 0
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Der oberste Investmentstratege und Manager von Multi-Assets-Fonds der Deutschen Bank ist konstruktiv für die Märkte, empfiehlt Anlegern aber, im Berei
Interested in Microcap investing and dumpster diving. MCC Member. Always striving to lower my cabrón footprint.
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Equities, ETFs, Rates, FX trader. also 🎥, 📺, 🏏, 🎶. will never spam you with crypto, so ignore any imposters pretending to be me.
Het officiële Bluesky-account van Het Financieele Dagblad. Met onder meer het laatste nieuws van onze redactie. https://fd.nl
Long-term investor with 20+ years of experience, financial advisor, and proud father of two daughters. Passionate about building wealth and creating lasting value.
Independent Equity Research on actionable L/S situations
https://moram.eu
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I try to learn as much as I can stomach about the benefits and ways of compounding, and share what I learn through my Substack https://growthbylearning.substack.com/ - Open, free and honest.
Vorstand der HWPH Historisches Wertpapierhaus AG, Blogger und YouTuber: http://Finanzgeschichten.com, Finanzjournalist (ex Börse Online, ex FTD)
Wanted for crimes against arithmetic.
DMs open.
Mean reversion guy in a secular trend world.
