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.
October 19, 2026
TTMI: Doubles Down on M&A Strategy
This morning, TTM Technologies (TTMI; $98.62; O/P) announced its latest in a series of acquisitions that have been aimed at rounding out its technology portfolio for higher margin aerospace & defense markets (A&D; 33% of…
October 15, 2026
More Macro Risks to Consider into EPS Season
The generally rising cost of capital combined with a heightened inflationary environment, which now seems more likely to add to pressures at both the consumer and corporate levels, has added to what we still believe…
October 14, 2026
MBLY: Through the Robotics Looking Glass
Last Tuesday (10/6), we sat in on a highly informative Analyst & Investor Day from Agility Robotics, which aims to go public during Q4 through a SPAC transaction with Churchill Capital Corp X1 (CCXI; $11.16;…
October 13, 2026
JBL: Takes the Next Step Towards a Major Opportunity in India
This morning, Jabil (JBL; $307.50; O/P) announced it signed a non-binding memorandum of understanding (MoU) with Adani Enterprises Limited (AEL) for the framework of a proposed 50:50 joint venture (JV) to manufacture and assemble AI-based…
