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Stock Analysis Compilation @StockCompil on x 7828 followers
Created: 2025-07-21 19:30:39 UTC
LRT Capital Management on Fabrinet $N/A
Thesis: Fabrinet has established itself as an indispensable, high-precision manufacturing partner for leading OEMs by mastering complex optical and electro-mechanical production, securing strong growth from secular tech trends and creating formidable switching costs through deep integration and engineering excellence.
(Extract from their Q1'25 letter)
XXXXX engagements
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