Dylan, thank you very much for this article. I am a SemiCap fan and I discovered you on Twitter. I have really been enjoying your articles. This one on KLIC is interested. I performed my own valuation of it this morning. KLIC does look intriguing. What do you think about its Moat, Senior Leaders and who are its competitors?

Thanks a bunch and I look forward to reading your thoughts on this and future posts!

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