October 15, 2020
Two of GSFM’s investment partners – Munro Partners and Tribeca Investment Partners – presented stock ideas at the 2020 Future Generation Virtual Investment Forum.
Jeremy’s stock pick was Danaher, a company that designs, manufactures and markets products and services in the sectors of life sciences, diagnostics testing and environmental sciences. The end market exposure is very attractive given the structural growth and resiliency in an economic downturn. The business has very predictable cash flows given a high proportion of products sold are consumables that act as recurring revenue. To read Jeremy’s full review, click here.
Jun Bei’s stock pick was Aroa Biosurgery, which manufactures and sells surgical products to improve the healing of complex wounds and soft tissue reconstruction. The company’s proprietary platform, endoform, is derived from sheep forestomach and is supplemented with synthetic polymers, which gives it the ‘best of both worlds’ of both biologic and synthetic products. It comes as a ready to use structure that supports healing. To read Jun Bei’s review, click here.