Amphenol's brilliant entrepreneurial management structure has led to two decades of growth with a whopping 21% annual return for shareholders. The stock is underpriced and primed for another decade of outperformance.
Amphenol's brilliant entrepreneurial management structure has led to two decades of growth with a whopping 21% annual return for shareholders.
Acquiring and integrating 70 companies since 2000 has led to 16% annual revenue and 19% profit growth in the past decade.
It stands to grow significantly with data center connectivity, where it has a deep product depth moat.
The stock is underpriced and primed for another decade of outperformance.
Amphenol's entrepreneurship management model is a huge competitive advantage
They have a decentralized management structure with an entrepreneur's mindset, which supports 130 business units each run by a General Manager who owns the business and its P/L - taking full responsibility for disciplined acquisitions, pricing, product development, manufacturing, sales, and customer relationships. Their average general manager has a tenure of 17 years.
Amphenol has rewarded shareholders in spades with a 20 year CAGR of 21%, through good and bad times. I'm surprised Berkshire doesn't own any; it sounds like a Berkshire unit with all boxes checked.I own Amphenol, and the current drop looks like a great opportunity to add more shares of this wonderful company with its strengths of:
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