Coherent: Too Cheap To Ignore

Group 1 - Coherent (NYSE: COHR) is the world's largest optical, laser, and photonics company, showing strong results in its data center vertical for several quarters [1] - The company's performance in the data center segment is currently underappreciated by investors, leading to a mispricing of its stock [1] - The investment focus is on growth companies, particularly in mid-cap segments, with an emphasis on sectors such as biotechnologies, computer chips, cloud technology, energy, and commodities [1] Group 2 - A systematic balance sheet analysis will be conducted, as growing businesses often struggle with funding [1] - A stress test will be employed to evaluate the safety of the business models being analyzed [1] - The investment strategy prioritizes long-term capital appreciation over short-term speculation [1]