Credo: I Am Not Doing The Same Mistake Again (Upgrade)

Core Viewpoint - The stock of Credo Technology (CRDO) has experienced a decline of 23% since the last cautious thesis was presented, indicating ongoing share price weakness [1] Group 1: Company Performance - The previous thesis on CRDO was upgraded to a "Hold" rating, reflecting a cautious outlook on the company's performance [1] Group 2: Analyst Background - The analyst has over a decade of experience in finance, particularly in the oilfield and real estate industries, and has led complex due diligence and M&A transactions [1] - The analyst has developed an interest in equity research and provides services for a Dubai-based family office with over $20 million in assets under management [1] - The analyst emphasizes the importance of analyzing financial statements, evaluating market trends, and identifying growth drivers across various industries [1]