SANM — All updates

This actually leads me to the last choice for today's video, which is Sanmina, codenamed SANM. This name is certainly not known to the general public. However, it is a stock that has risen by about 60% over the past twelve months, and by about 20% since the beginning of the year, slightly above the performance of the broader S&P 500 index.

As always, and this is something we talk about all the time, a stock's performance alone doesn't tell you its growth story, nor does it tell you the quality of the business. But this is a really interesting company , and I think it deserves a lot of the growth we've seen.