Thermo Fisher Scientific Inc.
Thesis
Thermo Fisher Scientific is another company that has shown resilience in tough economic times, making it a worthwhile investment. Similar to Smuckers, it was acquired at a low valuation while still growing, indicating potential for future appreciation.
Did it work?
inconclusive
confidence: low
The pitch is a general long thesis resting on Thermo Fisher's resilience, an allegedly low entry valuation, and expected future appreciation, but no price performance and no elapsed time are provided. Without a return figure or any verifiable catalyst, there is no way to confirm whether the anticipated appreciation materialized or whether the valuation premise held. The thesis is too vague and the data too sparse to judge either way.