Let´s use this thread to build the bear case for the Tools space/services $TMO $DHR $WAT $RGEN $WST I mean industry-wise. Seriously considering sizing up and need to see the other side of the trade at this valuation. Jerry Capital Borlaug Tipasa Marc Slans TheLAPurchaser

As a Spaniard I want to say sorry to other NATO countries for our government’s egoism What you maybe don’t know is that members of this same Government who claim to not have money to spend 5% of GDP in defense have been spending public funds on prostitutes and cocaine (true

Ok so far 👌

I guess they will need equipment….

ppl waiting for something in Q3/Q4 are missing the big picture

$TMO $DHR puzzled by the guide in the context of evidence, biotech funding, M&A, orders growth across the supply chain, accelerating end market growth... Let´s what the canarys tell us and Pharma outlooks....

Joshua Once, announcing higher capex could boost a company’s stock price. Not anymore. The real question now is who will be the first to blink and cut capex or halt spending.

The market is likely going to interpret any earnings miss in tech/data adjacent areas as AI disruption until proven otherwise Going to be a fun ride!

$WST $STVN Can we just take a step back and appreciate how market gives 2fks around the Annex 1 opportunity? 90% of the questions on GLPs when they are bakin in something absurd i.e. 10% growth with injectable prices collapsing 70% and generics coming online?

Time to separate reality from the narrative in pharmaceutical packaging. WST, ATR, Schott, and DAE have all reported their 12/31. STVN yet to put theirs out, and we'll ignore GXI because 🤡. Every single one has beaten 4Q and except for Schott, guided to accelerating growth in 26

Martinez Nick Timiraos The problem is he cant… even if he TACOs, hormuz can continue closed… it is the first time he has lost control of the narrative. The control of the markets and the economy is not in his hands anymore.

we are going to get another inflation shock 800 year war

Yeah but “nothing ever happens” Brace for impact.

GLP1 trade is a PRICE WAR good luck $NVO $LLY pharma investing is too hard just KISS

New Editorial—Politicisation of the US FDA: eroding integrity and trust spkl.io/6012AF89g

Can someone explain why $BSX is trading at 18x? Seems like a no brainer... maybe TheLAPurchaser can give us some colour.