The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
April 1, 2025
We think the 26% plunge in the shares of Flex (FLEX; $33.08; O/P) over the past 2+ months offers an excellent buying opportunity for investors willing to look out to the end of this year….
April 1, 2025
We think recent news flow out of Uber Technologies (UBER; $72.86; E/W) highlights how the company continues to build out its platform reach with an aim towards driving better consumer and merchant engagement over time….
March 28, 2025
Last night, CoreWeave, priced its closely watched IPO at $40 per share, which was below the originally proposed range of $47-55, The company also issued 37.5mm shares under the ticker CRWV (36.59mm in a primary…
March 27, 2025
We think recent news flow of increasing pick-up and drop-off fees that are added on to rideshare trips at certain U.S. airports bears watching since we assume these fees are ultimately passed on to consumers…