Modine Manufacturing: Data Center Demand Is Driving Breakneck Margin Expansion

Investor looking for opportunities with a nice risk-adjusted ROI. Focused on companies dominating their spaces, in sectors with long-term growth and resilience. Especially interested in Semiconductors, Cybersecurity, and Medical technology - but remaining open-minded to everything. I will generally hold for as long as I believe the company and the management can deliver results. For Dividend investing, I employ a rather aggressive strategy of high yields and, ideally, high growth, not shying away from globa ...