The basic moatiness of V/MA has been tirelessly discussed for years and is well understood, so I’ll try not to belabor the point and focus instead on some less frequently explored angles. But I do need to establish a common denominator, starting with the 4-party model….apologies if you know all this, I’ll be quick about […]
Tag Archives: Bitcoin
[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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