Axcelis Technologies: Capitalizing On The EV Revolution - A Classic GARP Opportunity

kynnyMy Thesis Axcelis (NASDAQ:ACLS) is a quality company that I believe has a moat in its niche market. It possesses several attributes I consider when researching a company, including high returns on capital, a growing total addressable market, high margins, technological advantage, and a robust balance sheet. I believe that current prices are fair, and buyers today will do well. While it is not a cheap stock, at a fair price, it could still be a good stock to own. Business & Industry Axcelis operates ...