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Razor And Blade
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Razor And Blade
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depth score: 0
IDXX
A near-monopoly on the vet's lab bench, priced for perfection but not insanity.
Hold · 2026-05-04
A
Toll-bridge of the lab — quality compounder, but priced for perfection.
Hold · 2026-05-03
WAT
High-quality razor-and-blade lab instruments franchise — buy below $310, hold here.
Hold · 2026-05-05
HPQ
Cheap cigar butt with a shrinking print business and an AI-PC lottery ticket.
Buy · 2026-05-04
OTIS
An elevator-service annuity trading at 62% of base intrinsic value.
Buy · 2026-05-04
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