Thermo Fisher: A Wide-Moat Leader With Multi-Year Growth Ahead

Core Insights - Thermo Fisher (NYSE: TMO) shares have experienced significant growth during the Covid-19 pandemic, primarily due to the launch of testing kits that facilitated the return of freedoms [1] Company Analysis - The company is recognized for its ability to produce essential testing kits, which has contributed to its upward trajectory in stock performance [1] - Thermo Fisher is characterized as a durable company with economic resilience, pricing power, and capital efficiency, making it a strong candidate for long-term investment [1] Sector Focus - The analysis emphasizes a focus on sectors such as Technology, Industrials, and Financials, where companies with scalable business models and mission-critical offerings are prioritized [1] - The importance of capital allocation strategies, margin trajectories, and unit economics is highlighted as key factors in assessing the sustainability of growth and returns [1]