Why I'm Bullish On Coherent

Core Insights - Coherent Corp (NASDAQ: COHR) demonstrates a strong alignment between its financial performance and growth narrative, indicating real growth and visible demand [1] - The company is experiencing significant operating leverage, which is contributing positively to its financial outcomes [1] Investment Philosophy - The investment approach focuses on GARP (Growth at a Reasonable Price) with an emphasis on companies that show aggressive growth potential and are on track to achieve high profitability within 1-2 years [1] - The philosophy prioritizes long-term discipline and consistent alpha generation, while also acknowledging the inherent risks involved [1]