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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Amphenol makes connectors, cables and power interconnects that carry electricity inside and between complex electronic systems. The complex electronic...
— Ken Burke
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Other investors who've written on Amphenol Corporation
Amphenol Corporation (APH) delivered a strong first quarter, reporting a book-to-bill ratio of 1.24x, driven by a 78% year-over-year increase in orders.
Amphenol is a global leader in high-performance connectors with high switching costs and pricing power. Its decentralized operating...
Amphenol designs and manufactures mission-critical connectors, sensors, and interconnect systems that serve as the functional nervous system for advanced electronics. The manager is...
More institutional theses from Burke Wealth Managament The Focused Growth Strategy
Palantir Technologies ($PLTR) develops enterprise and defense software platforms that enable complex data integration, operational analysis, and artificial intelligence deployment. The manager established...
Meta Platforms ($META) operates global digital communication platforms including Facebook, Instagram, and WhatsApp. The manager is...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.