Celestica Stock: How Celestica Escaped The Low-Margin Trap (NYSE:CLS)

Core Insights - Celestica Inc. is successfully transitioning away from the low-margin factory business, enhancing its business model and profitability [1] Group 1: Business Model and Profitability - The company is becoming more attractive in terms of profitability due to its improved business model [1] - The focus is on identifying companies with exceptional caliber that can reinvest capital for impressive returns [1] Group 2: Investment Strategy - The ideal scenario involves companies demonstrating long-term capital compounding capabilities with a high compound annual growth rate, potentially delivering tenfold returns or greater [1] - A long-term perspective is maintained to generate higher returns compared to market indices in a rapidly evolving investment landscape [1] - A conservative investment strategy is primarily adopted, with occasional pursuit of favorable risk-reward opportunities [1]