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Tag: Company Updates

Company Updates: Danaher, LVMH, Eli Lilly, and CPKC

Posted on February 27, 2024 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Danaher Danaher indicated that some of their biopharma customers have returned to normal ordering patterns for instruments and consumables. This is supported by the 20% quarter-to-quarter uptick in…

Posted in Collecting CompoundersTagged Company Updates

Danaher: A Global Leader in Bioprocessing

Posted on January 31, 2024 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Danaher Corporation is a leading global life sciences and diagnostics company that contributes to the discovery, development, and manufacturing of life-changing drugs and therapies. Danaher may not…

Posted in Collecting CompoundersTagged Company Updates

LVMH Moët Hennessy Louis Vuitton

Posted on November 6, 2023 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

LVMH Moët Hennessy Louis Vuitton is the world’s largest luxury goods conglomerate that owns a collection of 75 brands—or “Maisons”—including Louis Vuitton, Christian Dior, Dom Pérignon,…

Posted in Collecting CompoundersTagged Company Updates

Thermo Fisher Scientific: Building The Foundation For Future Medicine

Posted on July 21, 2022 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Introduction Thermo Fisher is a global supplier of scientific instruments, consumables, and services to accelerate life sciences research and manufacture life-changing vaccines and therapies. Thermo…

Posted in Collecting CompoundersTagged Company Updates

Thermo Fisher Scientific: A Global Leader In Life Science Tools

Posted on November 30, 2021 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

Thermo Fisher Scientific is a leading global manufacturer and distributor of analytical instruments, lab equipment, consumables, and value-added services (e.g., drug development, clinical trials, and…

Posted in Collecting CompoundersTagged Company Updates

MGM Resorts International: A Digital Gaming Opportunity

Posted on August 23, 2021 (August 5, 2026) by Christopher De Sousa, CIM® | Portfolio Manager

MGM Resorts International (MGM) is a leading operator of gaming, hospitality, and entertainment resorts. MGM’s global portfolio consists of 30 hotels and casinos, including prized Las Vegas brands…

Posted in Collecting CompoundersTagged Company Updates

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