AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY]
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This is business breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. And we are here.
to bring them to you. To find more episodes of Breakdowns, Check out joincolossis.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and we are replaying one of our favorites today.
Our breakdown of Amatech with Neil Fokkery, co-CIO of Osterweiss Capital Management Growth and Income Strategy. Now, Amitek is a really nice pairing with last week's episode on Jack Henry. These are two businesses with very long track records executing a playbook. For Amatec, they are a serial acquirer, but unlike many other with that classification, their playbook is to target markets with two hundred million to three hundred million in total addressable market. They aim for mission critical components, which make them a must buy. It gives them some pricing power.
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