nicolas_ Introduction I believe one of the best sectors of the healthcare industry is the Lab Instrument and Services providers who can generate high recurring revenues from small amounts of instrument sales. Examples include research focused Thermo Fisher (TMO) and Danaher (DHR), along with diagnostics providers such as Qiagen (QGEN) and Revvity (RVTY). I have discussed the opportunity in these names recently as the healthcare industry is facing immense headwinds not seen since major recessions. As such, t ...