Letters by company
Amphenol CORP
2 letters discussing APH. Everything written about it on this site is on its ticker page.
- Brasada Capital Second Quarter of 2026 Brasada Capital favors AI infrastructure providers with durable moats over cyclical semiconductor and memory manufacturers benefiting from the current boom. It presents Amphenol as a connector supplier to data centers, Cavco as an affordable-housing consolidator, and Fastenal as an embedded industrial procurement partner. Second Quarter of 2026 APH $207BCVCO $4.2BFAST $58B
- Fenimore Asset Management Q2 2026 Quarterly Investment Commentary Fenimore added Ryan Specialty, Thermo Fisher Scientific, and Tyler Technologies while trimming or exiting selected holdings to fund higher-conviction opportunities. The firm argues that AI infrastructure demand favored semiconductor-linked businesses, while volatility in software, outsourcing, and defensive stocks created entry points for companies with durable competitive positions. Q2 2026 BOC $406MBR $19BEXLS $5.3B