Month: September 2022

Amphenol Corporation – Enabling the Electronics Revolution

Business Overview Amphenol Corporation is an industrial technology company that specializes in the design and manufacturing of electrical, electronic, and fiber optic connectors. The company’s product catalog includes connectors, antennas, sensors, cables, PCBs, fiber optics, and their value-add components. Value-add includes things like cable assemblies and cable management solutions. Amphenol operates through 3 business segments: …

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Portfolio Review – August 2022

August was an interesting month for the stock market. During the first half of the month, the market continued its rally off the June lows. However, the second half of the month brought selling pressure that intensified over the final week. Concerns have risen over the economy, the Fed’s intention to continue raising rates, and …

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