Stock price when the opinion was issued
It produces medical devices which is a good business to be in. The aging population needs their products and there is a backlog from Covid. Their products change the quality of life and reduce hospital stays to a couple of days. 71% of its business comes from the U.S. and there is lots of growth internationally.
Sales machine. Market leader in joint replacement and medical products. Post-pandemic backlogs still huge. Double-digit topline revenue growth last few years, should continue. Acquisitive. Good free cashflow. Still growth in EMs. Valuation's run up, but he's not selling.