BUY Conviction3/5 Analysis quality78/100 now
The YouTuber suggests buying TE Connectivity, highlighting its 26% revenue growth and 18% operating margin. He emphasizes its strong competitive advantages and attractive valuation, trading at about half the price-to-sales ratio of Amphenol, despite slightly lower growth metrics. The company is also improving its operating margin.
“So even though it is selling for it is expecting a little bit slower revenue growth little slower operating margin it is about half as expensive there as shares of AP.”