I would assume it is. I have no detailed knowledge of this. Considering management's strong M&A track record, I don't doubt management knows which areas to target.
Great read and overview of the company! Working in the field of R&D for the last 10 years, I can say that TMO is a mammoth compare to others suppliers and have a clear competitive moat. I've started accumulating shares around 515$ and I will like to add more below 530$ if possible. Long term this is a safe and reliable company.
Is Thermo Fisher making any explicit AI-related M&A moves—or did I miss it
I would assume it is. I have no detailed knowledge of this. Considering management's strong M&A track record, I don't doubt management knows which areas to target.
Did you take a look at Judges Scientific?
No, I haven't. Do you think I should? What can you tell me about it?
Yes you should :)
They are a serial acquirer in scientific instruments, UK based but sell all over the world.
small cap, owner operator stock
28% CAGR EBIT growth last 17years, 11% was organic and the rest with acquisitions.
Biggest concern Is that the CEO who started the company is 74years old.
I prefer smaller serial acquirers because they can acquire smaller business.
Interesting! I will add the business to my research list and take a closer look at it. Thanks for putting it on my radar!
Great read and overview of the company! Working in the field of R&D for the last 10 years, I can say that TMO is a mammoth compare to others suppliers and have a clear competitive moat. I've started accumulating shares around 515$ and I will like to add more below 530$ if possible. Long term this is a safe and reliable company.
Thanks for the insight! Definitely a great company. I hope we see levels around $515 soon so I can add at those more attractive levels.