Fox Advisors:
Unparalleled Expertise
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.
June 5, 2025
IPO Filing Highlights Healthy Defense & Space Supply Chains
We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…
June 5, 2025
UBER: Also Adds an App Focus on Older Adults
Yesterday (6/4), Uber Technologies (UBER; $83.93; E/W) announced the launch of senior accounts across the U.S., which is a new feature aimed at making the Uber app more accessible and intuitive for older adults by…
June 5, 2025
WDC: Unlocking More Value
Last night, Sandisk (SNDK; $39.82; E/W) announced that it was launching a secondary public offering of 17mm shares of its common stock that are currently owned by Western Digital (WDC; $54.43; O/P), which should not…
June 4, 2025
STX: Upon Further Review, Raising F2026E EPS Some More
We are raising our F2026E (Jun) EPS for Seagate (STX; $127.23; O/P) from $9.80 to $10.25 (+30% YoY) to correct for our misunderstanding of the company’s new financial targets from its Analyst and Investor Event…
