Bryan Wagman
Long/short equity, value, growth at reasonable price, industrials

Cognex: A Great Company With A Hefty Price

Thesis

Cognex (NASDAQ:CGNX) is currently the leading company in the rapidly growing machine vision industry. The company has exciting opportunities for growth, especially internationally and in the factory automation segment. Unfortunately, the price is a bit high right now. This is a solid entry point for some investors, and maybe not for others. In this article, I'll explain why the company is positioned for success, yet the current share price is only acceptable for some investors.

Company Overview

Cognex is a game-changing company that provides machine vision technologies to companies all over the world. This technology can serve a number of purposes. The four primary uses are to guide, inspect, measure, and identify a number of different aspects...

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