Why I'm Bullish On Coherent (NYSE:COHR)

Core Insights - Coherent Corp (NASDAQ: COHR) demonstrates a strong alignment between its financial performance and growth narrative, indicating real growth and visible demand [1] Group 1: Company Performance - The operating leverage of Coherent Corp is currently favorable, contributing positively to its financial results [1] - The company is positioned for aggressive growth, with expectations of becoming highly profitable within 1-2 years [1] Group 2: Investment Philosophy - The investment approach emphasizes long-term discipline and consistent alpha generation, with a focus on companies like Coherent Corp that have significant growth potential [1]