The Quickest Path

Air Cable Engineering

This post will discuss a less liquid, smaller name than most that we discuss. One for the smaller investor, it lies in an obscure region and sector, largely overlooked even by its home country. It exhibits many characteristics we look for, being cheap, with a growing business, founder-owned, and specializing in a niche business. It also shows hints of business inflection, with several operating segments expanding together.

We will discuss all of that here, some of the technicalities behind their business, as well as the moats they have built up. In some ways it lies parallel to some AI-adjacent businesses in a sector to which it has complementary modalities. The name also hints at other areas where there could be hidden value in the markets.