Cognex: Vision Quest - [Business Breakdowns, EP.207]
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This is Business Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. And we are here.
to bring them to you. To find more episodes of Breakdowns, Check out joincolossis.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are breaking down machine vision leader Cognex.
Our guest today is Brett Larson from NZS Capital, and Brett returns to business breakdowns. We covered train technologies last year. And Brett gives us a different angle on the industrial economy with Cognex today. we get into the history of machine vision and how Cognex is a factory player. But I particularly enjoyed the strategic angles of this discussion.
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