DHR
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by Invest Like the Best 7mo ago
IN TRACKED PORTFOLIOS
LONGPOSITION2mo ago
“all the benefits that they got from the surge in demand that was a tailwind became a headwind, and they still haven't really come out of it.”Invest Like the Best
Danaher re-entered small on the sell-off; best-run continuous-improvement operator, but COVID surge-to-headwind still unresolved.
DHRLONG@ $181.18
$194.72+7.47%
since call May 28
peak +15.9%
LONG7mo ago
“I think about the example of Danaher so much because what Mitch and Steve have done. It's just stunningly hard to imagine that for nearly 40 years you've…”Invest Like the Best
Danaher compounds at 20% for 40 years through its business system and capital allocation, not a single moat.
DHRLONG@ $227.04
$194.72-14.24%
since call Dec 16