Masimo Corp (MASI) – High Quality Business with Upside in Next-Gen Technology
 


     
   
 
Masimo is a medical device company that manufacturers pulse oximetry monitors/sensors for measuring oxygen saturation of the blood, and is considered the gold standard in hospital care. The thesis is built on 4 factors:
- Superior technology provides competitive moat
- Attractive razor-and-razorblades business model
- CEO deeply committed into the business
Recent price action allows the purchase of a great business at a decent price.

   
           
                     
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