Varian's Moat May Be Worth The Price
Varian's Moat May Be Worth The Price
Varian's Moat May Be Worth The Price
We continue our special November series. Mike shares his long thesis for Varian Medical Systems, an industry leader in oncology treatment devices that has a lot of attractive business aspects, though it's valuation is also challenging. Daniel tries to probe the thesis for any gaps, but the moat here seems quite strong.Topics Covered
5:00 minute mark - Introduction to Varian Medical Systems and the business case
12:40 - How much does it matter that there are two revenue lines in the income statement? Oncology vs. Proton and Product vs. Service
19:30 - Any reason to think they are transforming more to a service business?
24:30 - Market and customer relationship strategy... moat around business.
31:00 - Is a throughput based model something to be concerned about?
36:00 - Valuation
53:30 - The under the radar aspect of VAR.
From The Podcast
Behind The Idea
On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.Join Podchaser to...
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