- Very well run company that is the market leader in its field and is supported by a secular tailwind with ever more electronics going into ever more stuff.
- So far, the company has managed the cyclical downturn quite well, and it has developed an innovative solution and business model for the IoT market.
- While valuation is still reasonable, things are going a bit slower than we hoped, and there are also some risks.
Data I/O Is A Long-Term Buy
March 6th, 2019 · No Comments