DIM

It’s been difficult few years post-pandemic for Danaher and Sartorius. Most quarterly earnings call in the last couple of years for these companies were spent on explaining and updating on inventory destocking issues which is certainly not quite a fun exercise. Fortunately, those days increasingly seem to behind us

Disclosure: I own Preference Shares of Sartorius AG You can listen to this Deep Dive here In 1870, Florenz Sartorius, at the age of 24, founded Sartorius which was primarily a manufacturer of analytical balances in Germany. By late 1800s, in addition to balances, Sartorius expanded its operations to incubators