JDG

🧪 Judges Scientific acquires companies in the scientific instrument sector, known for high margins and stable demand.

📉 The company is facing temporary headwinds, including delayed contracts and a recession in China.

👨‍💼 David Cicurel, the CEO, is a highly regarded capital allocator with a proven track record.

✅ Despite current challenges, Judges Scientific is well-positioned for future growth, with potential for significant returns.

@Academiadeinversion:
“Judges Scientific is a company that acquires businesses in the scientific instrument sector, which typically have high margins and stable demand. The company is currently facing temporary headwinds, including delayed contracts and a recession in China. David Cicurel, the CEO, is a highly regarded capital allocator. Despite these challenges, the company is well-positioned for future growth. The demand for Judges Scientific’s products is not destroyed but merely delayed, and the company has a history of rebounding strongly after downturns.”

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