In early July, Ensemble Capital analyst Todd Wenning presented our thesis on Masimo at MOI Global’s Wide-Moat Investing Summit 2020.

Among other topics, the presentation explored why we believe Masimo has a wide economic moat anchored by its core Signal Extraction Technology (SET) non-invasive medical sensors that are far more reliable and effective than its closest competitor. Todd also discusses why we think there’s massive optionality at Masimo around connected healthcare that may be underappreciated by the market.

For additional thoughts on Masimo, please see the following blog posts: Masimo: Doing Well by Doing Good and Webinar Transcript: Masimo Update.

 

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For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

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