TE Connectivity Ltd.
TE
position
long
Bill Nygren, Harris Associates
Thesis
TE Connectivity is a leader in electrification and has a higher content in electric vehicles compared to traditional vehicles, positioning it well to benefit from industry disruption.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. While TE Connectivity's position in electrification and electric vehicles is promising, the lack of concrete performance metrics leaves the outcome uncertain.
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