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Cytiva vs Sartorius: A Vaccine Customer's Perspective
Nov 25, 2025
Partner Interview
Sartorius•DE•Large CapDanaherThermo Fisher ScientificSartorius Stedim BiotechRepligenMerckAgilentSwitching CostsOEMs w/ Installed BaseNov 25, 2025
Bruker: Products Overview
Nov 3, 2025
Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss Meditec AGSwitching CostsMission Critical Products & ServicesNov 3, 2025
Bruker: Analytical Instrumentation Portfolio & Technology Platform Moats
Oct 28, 2025
Partner Interview
Bruker•US•Mid CapDanaherThermo Fisher ScientificAgilentWatersRevvity, Inc.ShimadzuJEOL Ltd.Oxford InstrumentsCarl Zeiss Meditec AGSwitching CostsMission Critical Products & ServicesOct 28, 2025
Bruker: Mass Spectrometry & Thermo Fisher Competition
Jul 6, 2025
Partner Interview
BrukerThermo Fisher ScientificWatersAgilentShimadzuDanaherSwitching CostsMission Critical Products & ServicesJul 6, 2025
Weekly update
Bruker, Hemnet, Vista Equity vs CSU, TSMC, Texas Roadhouse, Copart, Zillow, Railroads, Moody's
May 27, 2025
AgilentHemnetBrukerDanaherIAACopartAppleHalmaIntelREA GroupSwitching CostsAuctions & Classifieds
May 27, 2025
Bruker vs Thermo Fisher: timsTOF, Orbitrap & High-End Proteomics Competition
May 24, 2025
Partner Interview
BrukerThermo Fisher ScientificWatersAgilentShimadzuDanaherSwitching CostsMission Critical Products & ServicesMay 24, 2025
Weekly update
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
Jul 31, 2024
Lifco•SE•Large CapAgilentWayfairHalmaDanaherWatersMongoDBAmazonPhilip Morris InternationalSwitching CostsSerial Acquirer
Jul 31, 2024
Waters Corporation: Product Innovation, Support Services & Switching Cost
Jul 26, 2024
Partner Interview
Waters•US•Large CapAgilentThermo Fisher ScientificBrukerDanaherShimadzuSwitching CostsMission Critical Products & ServicesJul 26, 2024
Weekly update
GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO
Apr 4, 2024
The Gym•GB•Small CapAgilentLifcoEvolutionDanaherWatersgoeasyShimadzuUpstartUnited Parks & ResortsSix Flags EntertainmentSwitching CostsSerial Acquirer
Apr 4, 2024
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Apr 2, 2024
Partner Interview
Waters•US•Large CapQuality AssistanceThermo Fisher ScientificShimadzuSCIEXBrukerWyatt TechnologyAgilentSwitching CostsMission Critical Products & ServicesApr 2, 2024
Weekly update
Spotify Podcast Ads, Danaher, Yelp, XPEL, IMCD, Atlas Copco, Becle, XPO Logistics
Oct 16, 2023
Spotify•SE•Large CapAgilentXPELYelpDanaherIMCDGoogleXPOBecleAmazonNetwork EffectsPhysical Infra & Networks
Oct 16, 2023
Danaher: M&A Runway, Target Evaluation Process & Valuations
Oct 16, 2023
Partner Interview
Danaher•US•Large CapMerckThermo Fisher ScientificAgilentAbcamRepligenSwitching CostsMission Critical Products & ServicesOct 16, 2023
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