Amphenol: Better Than Many AI-Related Investments, But Still Expensive

Company Overview - Amphenol (NYSE: APH) is an American electronics company that specializes in manufacturing tech equipment such as fiber optic connectors, coaxial cables, antennas, and interconnect solutions [1]. Historical Background - The company was originally founded in 1932 under the name American Phenolic Corp. [1]. Analyst Background - Ian Bezek, a former hedge fund analyst at Kerrisdale Capital, has extensive experience in conducting on-the-ground research in Latin American markets, including Mexico, Colombia, and Chile [2]. - He specializes in identifying high-quality compounders and growth stocks at reasonable prices in the US and other developed markets [2].