<p>Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7. What might further stimulate the worl's appetite for MEMS microphones? In this podcast, Stocks in Depth discusses potential for new technologies like the internet of things (think Alexa) and 5G networks (think machine-to-machine communications) that might continue to cause MEMS microphones to proliferate.</p>

Demand for MEMS microphones increased greatly when Apple put four microphones into the iPhone7. What might further stimulate the worl's appetite for MEMS microphones? In this podcast, Stocks in Depth discusses potential for new technologies like the internet of things (think Alexa) and 5G networks (think machine-to-machine communications) that might continue to cause MEMS microphones to proliferate.

SID 0036 Knowles (KN) Part III

Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies.  It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years.  GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets.    Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden.  Our financial models attempt to shed light on trends underneath opaque segment reporting.  Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA.  We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics.  In our search for the best companies and investment opportunities, we often challenge the consensus view.  StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.

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Stocks-in-Depth thoroughly examines the fundamentals of reasonably valued high-quality small and mid-cap growth companies. It is produced by GARP Research, a provider of equity research to institutions including many of the most well-known fund managers for over 20 years. GARP is known for its granular modelling of business lines and in-depth assessment of competition and served markets. Stocks-in-Depth searches for value and growth by researching stocks that may be out of favor, or where a major catalyst to earnings growth is hidden. Our financial models attempt to shed light on trends underneath opaque segment reporting. Stocks in Depth emphasizes balance sheet accounts and profitability margins to determine underlying return on capital, and maintains healthy skepticism regarding pro forma adjustments and undue reliance upon unconventional measures such as EBITDA. We emphasize field visits with managements, industry conferences, non-public competitors and ancillary fields to detect industry dynamics. In our search for the best companies and investment opportunities, we often challenge the consensus view. StocksinDepth forecasts over the long-term, typically over about a three year horizon, and review track records going back for years.

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SID 0036 Knowles (KN) Part III

SID 0036 Knowles (KN) Part III