Thermo Fisher Scientific Inc.
TMO
position
long
Alex Roepers
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
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. The assertion of resilience and growth potential remains valid, but without concrete evidence of price movement or time elapsed, the outcome cannot be determined.
Raw excerpt
No raw excerpt stored.