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Amphenol: The Nervous System for Electronics

·54 min·4 clips

Andy Gardner reveals how Amphenol's $150 billion business powers everything from AI servers to smartphones as the nervous system of electronics.

This episode breaks down Amphenol, a $150 billion industrial giant that manufactures connectors and sensors for electronics. Guest Andy Gardner explains how Amphenol's decentralized model, disciplined M&A, and exposure to trends like AI and electrification have driven consistent growth. The discussion covers its history, competitive advantages, and lessons for investors in durable compounders.

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