MRAAF News and Press, Murata Manufacturing Co Ltd From 10/04/22

Summary Novonix is not a high-profile battery technology innovator, but they are steadily setting up production. The company offers a compelling speculative battery play that is supported by measured expenditures, technological benefits, and plenty of cash on hand. The price h...

Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...

Akoustis is an (as yet) unprofitable speculative growth company - obviously not a popular choice during the current 2022 bear market. As a result, the company's stock is down ~56% over the past year. However, the investment thesis (i.e., disruption of the global RF-filter market) appe...

Murata and Mitsubishi Agree on a Cooperative Framework for Working Toward a Carbon-Neutral Society TOKYO, June 24, 2022 - (JCN Newswire) - Mitsubishi Corporation and Murata Manufacturing Co., Ltd. have agreed on a cooperative framework for working toward a carbon-neutral socie...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

Murata Manufacturing press release (OTCPK:MRAAY): FY GAAP EPS of ¥490.95. Revenue of ¥1.81T (+11.0% Y/Y). For further details see: Murata Manufacturing GAAP EPS of ¥490.95, revenue of ¥1.81T

Resonant designs radio frequency (RF) filters and was recently acquired by Murata, the largest maker of front-end modules and RF filters. CEO George Holmes joined us before the acquisition to discuss Murata's exclusive contract, 5G, 6G and the evolution of cellular networks. Reson...

Resonant (NASDAQ:RESN) said Murata Electronics North America - a unit of Murata Manufacturing (OTCPK:MRAAY) - will acquire all outstanding RESN shares not owned by Murata for $4.50/share in cash, or $295.7M. The combination will allow both companies to expand their offerings and access a...

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

My investment thesis in RF-Filter disruptor Akoustis has certainly not panned out. At least not so far. AKTS has been beaten down to under $7. That's below where it was a year ago - before a number of big contract wins prior to a well-timed stock sale. Indeed, as I reported in See...