L.
@nixolympica.bsky.social
I may own positions in the companies discussed - Investing/Cycling/F1
They’re specced in globally (direct and through Tier 1/2 suppliers) with EU/US/Asia (incl. Chinese) OEMs - happy to discuss in DMs
February 2, 2025 at 9:02 PM
They’re specced in globally (direct and through Tier 1/2 suppliers) with EU/US/Asia (incl. Chinese) OEMs - happy to discuss in DMs
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.
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.
February 2, 2025 at 8:25 AM
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.
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.
Any must follows? Just moved as well!
January 11, 2025 at 5:23 PM
Any must follows? Just moved as well!