This Apple Supplier Should Benefit From New Markets — And An Improved Perception
Investors are missing an opportunity in a company well-positioned for growth
Highlights:
With Apple accounting for more than 80% of sales (and headlines suggesting weak iPhone demand) the bear case for this small cap is obvious.
But the Apple relationship is solid, and the idea that the iPhone has reached “the beginning of the end” seems overwrought.
Meanwhile, a strategy of diversification beyond Apple is now bearing fruit, and h…