In Conversation: December 2024
Two Thematic Winners
Our “In Conversation” series aims feature exciting companies benefitting from our covered megatrends who haven’t had much coverage otherwise. 1
In Conversation...
Our focus on top-down thematic trends and basket-level exposure occasionally risks minimizing the impact of single-name equities, which is why we’ve made it a focus to seek out conversations with the…
CitriniResearch provides a forum where management teams have the opportunity to talk about longer-term trends, relative to a typical earnings call or sell-side discussion. So far, we’ve sat down with:
Tetra Tech (TTEK), who elaborated on the TAM of water utilities given legislation surrounding PFAS and highlighted the opportunity in other emerging contaminants
Credo Technologies’ (CRDO) who took the opportunity to clear up confusion regarding margins and revenue made by their AEC segment in AI data centers.
Alpha Teknova (TKNO), who highlighted the significant investments made in the business through a nasty industry downturn and the future potential for those investments as the industry cycles
So far, at least, these conversations have managed to be very timely from a market perspective.
In this edition of “In Conversation”, we are bringing you two conversations with companies centrally placed in key themes we have covered: the US infrastructure buildout/reshoring initiative and GLP-1 drugs.