Impinj: Solid Performance, But The Near-Term Upside Is Limited

Group 1 - The core thesis for Impinj Inc. (NASDAQ: PI) is that the company is expected to experience growth acceleration as it enters a new growth cycle [1] - The investment approach emphasizes a blend of value investing principles and a focus on long-term growth, aiming to buy quality companies at a discount to their intrinsic value [1] - The strategy involves holding investments for the long term to allow for compounding of earnings and shareholder returns [1]