What the podcasts are saying about
APH
Substantive discussion
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
16 JUL2W AGOTHE OPTIONS INSIDER RADIO NETWORK · 01:05
3 JUL3 JULTHE COMPOUND AND FRIENDS · 1:11:41
25 JUN25 JUNBLOOMBERG SURVEILLANCE · 22:17
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 10:00
Disciplined M&A as a core compounding engine
“The thesis presented was that Amphenol's disciplined, counter-cyclical acquisition playbook is a defining driver of its steady compounding, lifting acquired margins to corporate levels and generating high returns on invested capital.”
Core thesis · 5/5Verify in source →
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 05:30
Amphenol as the nervous system of modern electronics
“The thesis presented was that Amphenol's connectors, sensors, and interconnect systems are mission-critical components enabling power, signal, and data flow across a vast array of high-performance applications, from cars and aircraft to smartphones and AI data centers.”
Core thesis · 5/5Verify in source →
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 05:00
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 10:45
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 40:00
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 21:15
15 OCT15 OCT 2025BUSINESS BREAKDOWNS · 14:20
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