Is DHR a good stock to buy? We came across a bullish thesis on Danaher Corporation on Buffett_N_Me’s Substack. In this article, we will summarize the bulls’ thesis on DHR. Danaher Corporation's share was trading at $190.11 as of March 19th. DHR’s trailing and forward P/E were 37.80 and 22.52  respectively according to Yahoo Finance. Cardinal Health, Inc. (CAH)'s CEO Is So Good, The Recent Earnings Surprised Me, Says Jim Cramer Danaher Corporation designs, manufactures, and markets professional, medical, r ...

Core Insights - Institutional investors are showing strong confidence in Thermo Fisher Scientific (TMO), with significant increases in their positions, indicating a belief in the company's leadership in life sciences tools, diagnostics, and biopharma services [1][10]. Institutional Investor Activity - Grantham, Mayo, Van Otterloo & Co. LLC increased its shares by 395,225 to a total of 1,851,305, reflecting a value of $0.75 billion, showcasing confidence in TMO's competitive advantages [2]. - Lindsell Train Ltd raised its stake by 345,822 shares to 854,612, valued at $0.35 billion, emphasizing a preference for companies with global reach [3]. - Point72 Asset Management, led by Steve Cohen, nearly multiplied its stake tenfold with an addition of 332,540 shares, totaling 371,340 shares valued at $0.15 billion, indicating a tactical growth bet [4]. - Gotham Asset Management doubled its position by adding 41,418 shares, bringing its total to 79,762 shares valued at $0.03 billion, signaling confidence in TMO's valuation [5]. - Weitz Funds modestly increased its stake by 13,000 shares to 88,000, valued at $0.04 billion, maintaining TMO as a steady portfolio contributor [6]. - Markel Group Inc. added 4,550 shares, totaling 49,550 shares valued at $0.02 billion, reflecting a strategy of gradual accumulation [7]. - GAMCO Investors, Inc. made an incremental addition of 1,372 shares, totaling 5,286 shares, indicating continued faith in TMO as a long-term investment [8]. - Duquesne Family Office LLC initiated a new position with 12,200 shares, reflecting fresh interest from a respected macro-oriented investor [9]. - Olstein Capital Management opened a new position with 8,000 shares, highlighting growing institutional recognition of TMO's strengths [10]. Overall Market Sentiment - The overall activity around Thermo Fisher Scientific indicates strong net buying from a diverse set of respected investors, with most expanding their positions significantly, reflecting confidence in TMO's role in scientific research and healthcare innovation [10][11].