We like all Sartorius companies at the moment. Sartorius Aktiengesellschaft (SRT) Sartorius AG (SRT3) and Stedim (DIM.PA) all perform really well the last few years. They make it to our Wiseguys list. Today we highlight Stedim. Sartorius Stedim Biotech S.A. produces and sells instruments and consumables for the biopharmaceutical industry…
Shopify is a long time favorite on our website. We own shopify stock since 2017 and they have exploded (bought @ $70, now they are worth about $1.400 that is about 20x). The idea is really simple. Build a website for people who know practically nothing about building websites. The…
Etsy, Inc. operates online market places for buyers and sellers primarily in the United States, the United Kingdom, Canada, Australia, France, and Germany. Its online market places include Etsy.com and Reverb.com. The company offers approximately 66 million items in its various retail categories to buyers. It also provides various seller…
NVIDIA (NVDA) Corporation operates as a visual computing company worldwide. It operates in two segments, GPU and Tegra Processor. The GPU segment offers processors, which include GeForce for PC gaming and mainstream PCs; GeForce NOW for cloud-based gaming; Quadro for design professionals working in computer-aided design, video editing, special effects,…
ATOSS Software AG develops and sells workforce management software in Germany, Austria, Switzerland, and internationally. It also provides software maintenance, hardware, and consulting services relating to the provision of electronic support for various corporate processes involved in the deployment of personnel resources at business enterprises and public institutions. The company’s…
Sector(s): TechnologyIndustry: Software—ApplicationFull Time Employees: 1,029 Mensch und Maschine Software SE provides computer aided design, manufacturing, and engineering (CAD/CAM/CAE), product data management, and building information modeling/management solutions in Germany and internationally. It operates in two segments, VAR Business and M+M Software. The VAR Business segment sells CAD software to end users, as well…
ServiceNow, Inc. provides enterprise cloud computing solutions that defines, structures, consolidates, manages, and automates services for enterprises worldwide. The company offers information technology (IT) service management applications; and digital workflow products for customer service, human resources, security operations, integrated risk management, and other enterprise departments. It operates the Now platform…
Bachem Holding AG, a technology-based biochemicals company, provides services to the pharmaceutical and biotechnology industries primarily in Switzerland, the United States, the United Kingdom, Germany, Austria, and Japan. It develops and manufactures peptide and oligonucleotides as active pharmaceutical ingredients (APIs), as well as biochemicals for research purposes. The company offers…
Sector: HealthcareIndustry: Medical Instruments & SuppliesFull Time Employees: 2,000 Masimo Corporation, a medical technology company, develops, manufactures, and markets noninvasive monitoring technologies and hospital automation solutions worldwide. The company offers Masimo Signal Extraction Technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional…
West Pharmaceutical Services, Inc. manufactures and sells containment and delivery systems for injectable drugs and healthcare products in the United States, Germany, Ireland, France, Other European countries, and internationally. The company operates through two segments, Proprietary Products and Contract-Manufactured Products. OUR POSITION AT THE MOMENT: “HOLD “