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Jabil: Engineering Growth Across Industries
Jabil is one of the world’s leading manufacturing solutions providers, operating at the intersection of technology, engineering, and global supply chains. The company designs, builds, and manages products for some of the most dynamic industries, from cloud infrastructure and healthcare to automotive and renewable energy. With its deep technical expertise, global scale, and growing presence in high-value markets like AI hardware and automation, Jabil is transforming from a tra
Glenn
1 day ago21 min read
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United Natural Foods: Positioned for Healthier Eating Trends
United Natural Foods is one of the largest food distributors in North America, supplying both natural and traditional grocery stores. It connects thousands of food producers with retailers of all sizes, from small local shops to big names like Whole Foods. The company’s huge network, wide range of products, and growing set of services help retailers meet the rising demand for healthy, organic, and sustainable foods. As United Natural Foods focuses on becoming more efficient a
Glenn
Nov 821 min read
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Addtech: Compounding Through Niche Leaders
Addtech is a Swedish group of about 150 small companies that sell technical products and solutions to the manufacturing and infrastructure sectors. Its businesses cover areas like automation, electrification, energy, industrial solutions, and process technology, offering products such as sensors, battery systems, power transmission equipment, and tools that help reduce emissions. The structure allows each company to stay entrepreneurial and close to its customers while benefi
Glenn
Oct 1818 min read
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Fabrinet: A Moat in Optical and Precision Manufacturing
Fabrinet is a global manufacturing company that focuses on building highly complex optical, electronic, and precision products. Its core business is in optical communications, where it makes components such as transceivers, lasers, and optical cables used in cloud data centers and telecom networks. The company has also expanded into areas like medical devices and automotive sensors, giving it new sources of growth. What makes Fabrinet stand out is its ability to handle the fu
Glenn
Oct 418 min read
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Lenovo: More Than Just PCs
Lenovo is a global tech company best known for its laptops and PCs, but it’s becoming much more than that. Today, it also makes smartphones, builds data centers, and offers IT services to businesses around the world. The company is investing heavily in AI and cloud technology, aiming to grow beyond hardware and build more stable, long-term revenue. The question is: Should Lenovo be part of your portfolio? This is not a financial advice. I am not a financial advisor and I only
Glenn
Sep 1319 min read
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Kainos Group: Small Cap, Big Potential
Kainos Group is a UK-based digital services and software company that helps public institutions and commercial clients modernise their operations through technology. Known for its close partnership with Workday and deep experience in government digital transformation, Kainos delivers both consulting services and high-margin proprietary software products. From automating NHS workflows to building cloud-based tools for global enterprises, the company combines recurring revenue,
Glenn
Sep 119 min read
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