Fox Advisors is a boutique sell side equity research firm focused on providing in-depth intelligence using unique, proprietary methods and corporate access to understand trends in electronics supply chains, automotive technologies, and a wide set of storage products. With such a wide range of expertise, Fox Advisors is able to leverage deep industry contacts and alternative macrodata that is used to provide unparalleled and opinionated research depth and accuracy.
Our research on the technology supply chain centers heavily on component technologies (from Corning’s Gorilla Glass and optical fiber to electronic connectors and sensors from TE Connectivity, Amphenol and Sensata) plus distributors of components (Arrow and Avnet) and EMS providers (Jabil and Flex) that build complex designs for Amazon, Cisco, Ford, Johnson & Johnson, NetApp, and others.
When it comes to auto technology, we focus on transportation-as-a service companies Lyft and Uber, but also the technologies on their roadmaps including mapping, AI and machine learning algorithms, sensors, full autonomous vehicle technology and certain functions in between that are being developed by companies such as Aptiv and Visteon.
Finally, our coverage in the storage sector consists of everything from hard disk drives (HDDs), to NAND flash memory, DRAM, all the way up to full storage arrays and associated software.