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