JacobH
Summary
I am positive about Impinj Inc. (NASDAQ:PI). My summarized thesis is that PI has entered into a new growth cycle, and with a visible near- and long-term growth catalyst, I expect growth to be robust over the next few
Impinj: A New Growth Cycle
Summary
- Impinj is expected to experience robust growth over the next few years, with potential gross margin expansion.
- The company helps clients with asset management using RAIN RFID technology, with APAC being the largest revenue region.
- Focus on expanding into new markets like food and DPP drives potential long-term growth.
I'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount to their intrinsic value and holding them for the long haul, allowing them to compound their earnings and shareholder returns.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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