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"One example of that is NextTracker, which provides the tracking system for solar panels, which can improve the yield by pretty meaningful percentages, anywhere from 5% to 8% to as much as 20% for an existing solar field. Phenomenal business. And it was trapped inside Flex, a large contract manufacturer formerly known as FlexTronics. They didn't think that the business was being valued appropriately."
Steve Ellis discusses how carve-out deals can unlock concealed value in underappreciated business units. The NextTracker example illustrates the potential of isolating a high-performing asset from a larger conglomerate (FlexTronics) which was not fully valued by the market. Although not an explicit trade call, this commentary highlights the importance of operational specialization and execution expertise in realizing superior returns.
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