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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (78322)10/26/2025 8:16:03 AM
From: Spekulatius1 Recommendation

Recommended By
Grommit

   of 78425
 
Re GNTX- that’s a car supplier I don’t like. They have a very strong position in electrochromic mirrors that seems to be deteriorating. the biggest issues is that longer term , mirrors are going to be replaced. Y camera based systems . Gen Tex also plays in this with what they call a FDM (full display mirror) but I don’t think they have an edge there and margins will go down further,

They have some interesting with aircraft mirrors and windows but those are quite small business and don’t move the needle.
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