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u/Ancient_Bobcat_9150

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$BSXr/ValueInvestingStock Analysisbullish
u/Ancient_Bobcat_9150 · 15h ago1 prior · awaiting results

Boston Scientific: Too soon to catch a falling knife?

Boston Scientific trades at a 14x forward P/E—a discount to the historical 20x–25x range for high-moat medtech—while growing organic sales at 7% and adjusted EPS at 15% YoY. Management is competent, actively shareholder-friendly via buybacks, and the company remains well-positioned in mission-critical markets despite near-term cyberattack-driven headwinds.

At post $43.10Now $43.100.0% since postedas of Sep 10, 4:30 PM ET
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$VLTOr/ValueInvestingStock Analysisbullish
u/Ancient_Bobcat_9150 · 46d ago1 prior · awaiting results

Has anyone looked at Veralto? A mission-critical spin-off from Danaher

Veralto is a mission-critical, recession-proof business with 60%+ recurring revenue from water quality and product innovation services. The company has a durable moat through proprietary sensors and chemicals, strong cash conversion (FCF >100% for two years), and is positioned to benefit from secular tailwinds in water scarcity and regulatory compliance, though currently fairly to expensively valued at analyst target of $108.

At post $94.82Now $93.45-1.4% since postedas of Sep 10, 4:31 PM ET
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End of results.