Veralto: Growth Acceleration Is Still Possible Over The Coming Quarters

Core Viewpoint - The investment outlook for Veralto (VLTO) remains positive due to intact structural tailwinds and reasonable valuation, leading to a bullish stance on the stock [1]. Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1]. - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1]. - The investment duration is medium to long-term, targeting companies with solid fundamentals, sustainable competitive advantages, and growth potential [1].