Glenn Welling, Principal and Chief Investment Officer of the constructive activist fund Engaged Capital, LLC (“EC”), presented an in-depth investment thesis on a manufacturer of software products at the 2025 13D Monitor Active-Passive Investor Summit in October 2025. Engaged Capital’s core thesis centers on the belief that the company a market leader in the rapidly expanding machine vision sector, is severely undervalued due to company-specific and correctable operational inefficiencies. By executing management-led initiatives focused on fixing a bloated cost structure and addressing revenue stagnation, the company has the potential to unlock massive margin upside and drive the stock from its current price of $46 to an estimated 2027 target price of $85.
Also see our coverage of the 2025 Robin Hood Investors Conference, 2025 Invest For Kids Conference, and the 2025 Capitalize For Kids Investors Conference
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