Blog | Stone Run Capital, LLC.

Stone Run Capital | Feb 4, 2021

Catalent (CTLT) – Fast growing life science company keeping pace, and competing with ThermoFisher, but smaller

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Stone Run Capital | Dec 10, 2020

Danaher (DHR) - Premier company with COVID tailwinds; expectations too optimistic on 2021 revenues?

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Stone Run Capital | Nov 19, 2020

Gartner - Review of Employee metrics

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Stone Run Capital | Nov 11, 2020

Teleflex acquisition of Z-Medica

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Stone Run Capital | Nov 10, 2020

Mohawk – Beaten down global housing products company

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Sharp skyscraper building angles. Image courtesy of Patrick Tomasso and Unsplash

Stone Run Capital | Nov 2, 2020

Roper Technologies – Reasonably valued for long-term transformation to software.

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Stone Run Capital | Oct 22, 2020

IHS Markit – Stable growth; fairly valued on NPV/DCF; reasonable value relative to comps.

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Stone Run Capital | Sep 25, 2020

International Flavors and Fragrances (IFF) – Update on Dupont Nutrition & Biosciences merger

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Stone Run Capital | Sep 24, 2020

PTC (PTC) – Reason: IPO of competitor Bentley

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