Sorry has to be a quick post.
APH's poorer cousin. Forward p/e 15.5. Decreasing but respectable fcf due to CAPEX. Organic growth 12%. 17% ROIC
Headwinds: capex including acquring astrodyne but management has shown to make good decisons and I think it will pay off
Recently got sold off partly due to CAPEX but also lost AI story unlike APH.
My base case (dummy version) is 230. Its at 200. Im starting to accumulate.
Sorry guys, in between a few things and want to post this to start a discussion. Will try to add more later in the day