A Pivot Away From Boring and Complex With A Look At TTM Technologies – Insider Weekends

TTM Technologies, Inc. (TTMI): $82.94

Market Cap: $8.74B

Enterprise Value: $9.64B

Introduction

Our November 2026 newsletter featured two spotlight ideas, Mueller Water Products (MWA) and Nextpower (NXT), both businesses that we deemed “highly boring but highly complex.” The term came from an interview Patrick O’Shaughnessy did with the former Head of Corporate Strategy at Microsoft and VC investor Charlie Songhurst. I’ll include the full explanation from the newsletter below:

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