Amphenol's Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns

Sell the good news? Amphenol Corporation ( APH ) has plunged by double digits after a strong quarterly report and optimistic guidance . It appears some investors had priced in even more optimism, andMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As societ ...