In the Spring 2019 issue of Graham and Doddsville, John Hempton was quoted as saying: “In my case, [I usually want to own] a company that makes a widget that is a small yet important part of a bigger thing, has high switching costs, and has incrementally improved over time. I call this the trifecta. […]
Category Archives: [TDG] TransDigm
[DHR] Danaher
[DHR] Danaher
May 23, 2023
Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know [...]
Continue reading →[SCHW] Charles Schwab
yet another Schwab post
May 14, 2023
(our regularly scheduled life sciences programming resumes in a week or so) Schwab lost a [...]
Continue reading →[TMO] Thermo Fisher
[TMO] Thermo Fisher
April 23, 2023
Most of the time the subjects of my writing are more similar than they appear. [...]
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Continue reading →[APH] Amphenol
[APH] Amphenol + quick $APG follow-up
April 5, 2023
Soon after I published a bullish post on APi Group last week, a few Twitter [...]
Continue reading →[APG] APi Group
[APG] APi Group
March 28, 2023
I was going to combine APG and APH into a single write-up but now I’m [...]
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