Colin King — Names I like and have talked about
$ATNI 3-5yr horizon (maybe longer)
$DNOW 3yrs (maybe longer)
$LEG 2-3yrs
$ZD 9-12 months
$VSNT 6-12 months
$STRZ 3yrs
$APTV 3-12 months (depends…↗
February 2026 · 1 mention
Feb 13
Colin King — Love this diagram of auto supplier universe — cross-section of: (1) scale/revenue; (2) margin profile; and (3) cash conversion
In the bullseye are $BWA, $DCH, and $APTV (long) htt…↗
January 2026 · 1 mention
Jan 14
Colin King — 3) $APTV upcoming spin-off of electrical business (more of a traditional auto supplier) while RemainCo has a nice mix of high margin industrial components... earnings growing too…↗
November 2025 · 2 mentions
Nov 30
Colin King — Previously looked at $APTV SpinCo... now unpacking RemainCo...
It's the bigger, growthier, and higher margin side of the split (RC expects cumulative FCF >4x SC over next 3yrs)
1…↗
Nov 26
Colin King — A look at upcoming Aptiv spin-off coming in 1Q26...
1) SpinCo = electrical distribution systems (EDS) to be named Cyprium (no ticker yet)
2) EDS makes wire harnesses; cables that…↗