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.
July 13, 2026
JBL: Some Interesting Expansion News
We believe last week’s news that Jabil (JBL; $330.29; O/P) plans to invest $119mm+ in a new manufacturing facility in Marshall County, Mississippi highlights how the holistic services strategy of its Intelligent Infrastructure business (~50%…
July 13, 2026
FLEX: Evidence of Some CPI Customer Diversification
We think last week’s news that Flex (FLEX; $135.80; O/P) entered into an expanded manufacturing partnership with Cerebras Systems (CBRS; $215.08; NR) further highlights to us how the company’s Cloud & Power Infrastructure portfolio (CPI;…
July 9, 2026
TTMI: Excellent Buying Opportunity
We believe the recent 30%+ decline in the shares of TTM Technologies (TTMI; $152.80; O/P) proves a major buying opportunity for investors given what we believe is the still rising scarcity value of the company’s…
July 9, 2026
LYFT: Adds to Micromobility Reach
Yesterday (7/8), Lyft (LYFT; $15.17; O/P) announced plans to acquire Serveo’s bikeshare business in Spain, which runs the operations of bikeshare systems in Barcelona, Bilbao, Valladolid, and Zaragoza (22K shared bicycles). The transaction should be…
