External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

Value Investors Club (.com) is an exclusive online investment club where top investors share their best ideas. Content available at the above link/PDF preview is an external article authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>FLEX benefitted from a transition in the EMS industry, focusing on higher margin and faster growing markets</li><li>Impending spin-off of NexTracker business contributed to FLEX's success, with shares up around 75% over the last year</li><li>Jabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with FLEX's outperformance poised to reverse</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

FLEX benefitted from a transition in the EMS industry, focusing on higher margin and faster growing marketsImpending spin-off of NexTracker business contributed to FLEX's success, with shares up around 75% over the last yearJabil (JBL) presents a similarly attractive setup as its end markets are at or near bottoms, making it a potential opportunity for investors with FLEX's outperformance poised to reverseThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Jabil Circuit

Jabil Inc (JBL) - Tuesday, Oct 15, 2024