SCMR LLC (Supply Chain Market Research Llc)

supply chain market research llc endeavors to create concise, detailed, and alpha generating research in the broad technology space, with a focus on themes that have sustainability over time. we look for themes in technology that are emerging or existing technologies that are subject to change. we cover some specific companies in the technology space, but are focused more on sectors and segments that meet the criteria above. our process entails detailed fundamental analysis of sub-sectors, focused on segment financials, product characteristics, market growth, and management, with a two year time frame. we bring 30 years of buy and sell side experience toward each project and strive for deep product, market, and company knowledge as a basis for our commentary. while our focus tends to be on the broadly defined display space, we do not limit ourselves to that sector and continue to look for opportunities that meet the characteristics of concepts, products, and ideas that have bot