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.
May 26, 2026
VRT: The Roadmap Support for Our $400 Price Target
We think the thorough technology presentation last week from Vertiv’s (VRT; $327.46; O/P) Chief Product & Technology Officer, Scott Armul, during its Investor Conference, best highlights the a differentiated solution set we see resonating with…
May 26, 2026
Some Supply Chain Inventory Thoughts to Consider
Our latest look at aggregate inventories up and down the supply chain on the heels of CQ1 EPS season suggested some typical post-holiday season inventory builds were the case during the quarter. This particularly makes…
May 26, 2026
AMKR: Key Takeaways from Investor Day
We believe Amkor (AMKR; $65.75; E/W) made a good case for the stock’s recent re-rating during its Investor Day last Thursday (5/21) with thorough support for the idea that advanced outsourced semiconductor packaging and test…
May 21, 2026
VRT: Five Rings to Rule Them All; Raise Rating to Outperform
We are raising our rating from Equal-Weight to Outperform on the shares of Vertiv (VRT; $323.52) after attending its Investor Conference in Greenville, South Carolina earlier this week, where we had the opportunity to chat…
