Company Overview - Intuitive Surgical (ISRG) shares were trading at $435 when first covered in September of the previous year, down from previous highs of approximately $600, indicating a downward trend in stock performance [1] Investment Focus - The analysis emphasizes a focus on long-term compounders, high-moat businesses, and structurally growing industries, aiming to identify durable companies with economic resilience, pricing power, and capital efficiency [1] - The sectors of interest include Technology, Industrials, and Financials, with a focus on companies that have scalable business models, network effects, or mission-critical offerings [1] Analytical Approach - The analysis involves examining capital allocation strategies, margin trajectories, and unit economics to assess the sustainability of growth and returns [1] - The author holds a Master's degree in Finance, specializing in investment theory and corporate valuation, and has hands-on experience in portfolio management, enhancing the understanding of risk-adjusted returns and portfolio construction [1]

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]