TE Connectivity Ltd.
Thesis
TE Connectivity is a leader in electrification and has a higher content in electric vehicles compared to traditional vehicles, positioning it well to benefit from industry disruption.
Did it work?
inconclusive
confidence: low
No price performance data is available and the time elapsed since the pitch is unknown, so there is no way to measure whether TE Connectivity's electrification-driven outperformance thesis materialized. The thesis rests on EV adoption and content-per-vehicle growth, but no evidence is provided that these catalysts have played out or been invalidated. Without either a return figure or confirmation of the thesis events, no verdict on success or failure can be made.