Brett Larson

Brett Larson from NZS Capital, an expert in the industrial economy, joins to discuss Cognex, a leader in machine vision technology. They dive into Cognex's strategic focus on specific customer segments and its unique cyclical revenue model. Larson explains how advancements in deep learning and recent acquisitions position Cognex in the competitive landscape. The conversation also highlights Cognex's distinct corporate culture, the impact of economic cycles on financial performance, and the challenges of navigating international markets.

Brett Larson, an investor at NZS Capital, offers a fascinating look into Trane Technologies, a major player in the HVAC industry with a $50 billion market cap. He unpacks the company's evolution and its influential role in both residential and commercial sectors. The discussion delves into the impact of digital technologies, energy efficiency trends, and the importance of effective management and culture in navigating challenges. Larson also highlights strategic mergers and acquisitions shaping the future of HVAC, making it clear why Trane is a key industry contender.