The hidden infrastructure roll-up quietly powering the tech economy
This week we're going to take a look at an often under-the-radar company that's benefiting from a wide range of tailwinds, including: smart phones, medical devices and the ever-present AI.
They also benefit from two of the strongest business models:
- They serve their clients with mission-critical products that are only a small percentage of their production cost.
- They're a decentralised serial acquirer with a strong track record of M&A success.
Let's take a look.