Welcome to Episode 24 of the Preferred Shares Podcast.
In this episode of the Preferred Shares podcast, hosts Devin, Doug, and Lawrence interview Will Kerwin, a senior equity analyst for Morningstar, to provide a current overview of Amphenol.
In This Episode
[01:17] Guest Introduction and Background
[02:29] Exploring Amphenol’s History and Industry
[04:27] Amphenol’s Market Position and Competitors
[10:06] Amphenol’s Diverse End Markets
[11:59] Aerospace and Defense Opportunities
[14:05] Amphenol’s Unique Corporate Culture
[16:31] Capital Allocation Strategies
[17:53] Acquisition Strategies and Market Dynamics
[20:16] Product Diversity and Co-Designing with Customers
[25:55] Innovation and R&D Approaches
[30:26] Pricing Power and Competitive Advantages
[30:47] Talent Retention and Company Culture
[32:43] Identifying Headwinds and Market Challenges
[34:47] Long-Term Trends and Future Opportunities
[38:46] Profitability and Margin Analysis
[42:27] Supplier Relationships and Material Inputs
[43:29] Future Risks and Succession Planning
[47:11] Conclusion and Final Thoughts
Additional Reading & Listening
William Kerwin, CFA. Current coverage:
Did you miss Part 1 of our series on Amphenol? Check it out below.
Curious to see what else we’ve been working on? Check out some of the interesting things we’ve done recently:
* Douglas Ott (Andvari Associates and @yesandnotyes)
* 📖 The Story of Amphenol: 1932-1958 - Doug provides even more details, anecdotes, and financials on the early history of Amphenol.
* Lawrence Hamtil (Fortune Financial and @lhamtil)
* 📖 Aerospace: After A Century of Growth; A Bright Future Ahead
* Devin LaSarre (Invariant and @DevinLaSarre)
* 📖 The Nicotine Horizon
Enjoy this episode? Share it with someone who loves business history as much as you do!
You can also follow Preferred Shares, Devin, Doug, and Lawrence on Twitter.
Disclaimer
All opinions expressed by Preferred Shares hosts and guests are solely their own opinions and do not reflect the opinions of their respective employers. This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. None of the information contained in the podcast or this web site constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person.
Clients of Andvari and Fortune Financial may maintain positions in the securities discussed in this podcast. Furthermore, from time to time, the Hosts may hold positions or other interests in securities mentioned in the Podcast and may trade for their own accounts based on the information presented. The Hosts may also take positions inconsistent with the views expressed in its messages on the Podcast.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit
www.preferredsharespodcast.com
