Richardson Electronics(US:RELL) Seeking Alphaยท2025-10-13 20:40Core Insights - The article emphasizes the importance of identifying companies with defensible competitive advantages and business models that can generate significant operational leverage [1] Company Overview - Richardson Electronics (NASDAQ: RELL) specializes in engineered solutions that leverage market opportunities, focusing on products manufactured internally in La Fox and in collaboration with technology partners such as Navitas, Ideal Power, MWD, and Quantic Electronics [2] Investment Strategy - The SHU Growth Portfolio service offers extensive coverage of small companies with high growth potential, employing a buy and hold strategy with tranche purchases of stocks of interest [3] - The service includes an illustrative portfolio, buy alerts, weekend stock and market updates, and a chat room for community engagement [3]