Brendan Rose
Long/short equity, CFA, micro-cap, small-cap

Fabrinet: Dominant Market Share, High Entry Barriers, Low Valuation

I'm going to describe the how, why and implications of Fabrinet's (NYSE:FN) dominance of outsourced optical components manufacturing, but first it's necessary to understand the contract manufacturing life cycle. The question is, why is design separated from manufacturing in some industry sectors, but not others? When do the benefit...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
You are protected by the Seeking Alpha Money Back Guarantee and will get a prompt refund on the unused portion of your subscription at any time, for any reason, less the minimum required payment - the cost of a one day pass.