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 2, 2022
MU: In Some Dire Straits
We take a “stab” at further reducing sales, gross margin and EPS estimates for Micron (MU; $53.64; E/W) off the latest wave of bad fundamental news, as per the company’s recent decision to cut DRAM…
December 2, 2022
CHPT: Superb Growth Continues
We think FQ3 (Oct) results and FQ4E (Jan) guidance from ChargePoint (CHPT; $12.19; O/P) generally lived up to expectations, albeit with a relatively small interim issue related to “getting product out the door”. This was…
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…
