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.
December 1, 2022
DASH: Revisits Headcount Needs
Yesterday (11/30), DoorDash (DASH; $56.87; E/W) announced it is reducing global headcount by ~1,250 people or ~7% of total employees, which we think is weighted toward eliminating redundancies and management layers amongst more expensive jobs…
November 30, 2022
Tip of the EMS Re-Shoring Iceberg?
We continue to see evidence that our well-established investment theme around global manufacturing re-shoring is still early stages when it comes to the electronics manufacturing service (EMS) providers we follow (“In Unchartered Territory; Launch on…
November 30, 2022
GLW: Another Round of Cover Glass Advancement
This morning, Corning (GLW; $33.21; E/W) announced its latest cover glass advancement with the launch of Gorilla Glass Victus 2, which is based on a new glass composition that offers better drop performance vs. its…
November 30, 2022
NTAP: Beat and Lower as Expected
We are reducing our F2023E (Apr) EPS from $5.50 to $5.40 (+2% YoY) and F2024E EPS from $6.05 to $5.70 (+5% YoY) for NetApp (NTAP; $71.79; E/W) after the company delivered a “beat and lower”…
