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 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…
July 9, 2026
BDC: Now Fully Centered for IT/OT Convergence; Raise Rating to Outperform
We raise our rating from Equal-Weight to Outperform and establish a target of $130 on the shares of Belden (BDC; $105.84). The stock is now down 30% from its 52-week high, set back in mid-February,…
July 7, 2026
The Politics of Data Centers
We believe “data center politics” in the U.S. are increasingly worth monitoring by supply chain investors, especially with mid-term elections on the horizon for four months from now and what seems to be shifting views…
