Danaher
0 statements across 0 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Feb 21, 2022 by Josh Wolfe · said 3 times in 2 episodes since 2024 · across every show →
Mentions by year
brought up most by Sanjay Ayer (2), Mike Trigg (1)
tap a year for its mentions
2025 1 mention in 1 episode
2024 2 mentions in 1 episode
Everything said about Danaher, oldest first
Feb 21, 2022 bullish
Wolfe: Scientific tool companies will become the future Danahers for value investors
“So those are things that I feel like directionally, the demand for tools for science, what we call the tech of science, is going to have a big tailwind. And those companies will not just be speculative technology companies. They will be the future data hers. A…”
Feb 5, 2024 positive
Researching emerging Chinese competitors yields higher ROI than re-studying Danaher
“For instance, if I'm looking at Danaher, am I better off from a team return on time standpoint reading another case study on Danaher business system or researching a local Chinese competitor that's up and coming? And our view is the latter is at this point in …”
Jul 6, 2026 positive
Dorsey: Serial M&A Is a Learned Skill That Most Public Companies Lack
“Acquiring companies in the way of a Danaher or a Transdime or a Constellation, it's a learned skill. You iterate, you go back and say, okay, what were our deal assumptions and how did they work out? What do we learn from that? What do we lean into? What do we …”