Keyence – An Automation Leader Poised for Growth
Sands Capital - What Matters Most
Evaluating Keyence: Investment Insights
This chapter explores the investment evaluation process for including Keyence in a portfolio, focusing on its business model and cyclicality. The discussion covers the importance of in-depth research, including factory visits, to understand Keyence's automation offerings and its resilience during economic challenges. A collaborative approach to assessing investment opportunities is highlighted, along with a consideration of the company's ESG profile and the role of intellectual curiosity in successful portfolio management.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
