Dodge & Cox trimmed TMO · THERMO FISHER SCIENTIFIC INC.
$2.0B · now 1.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$700 now
Our estimates disagree too much to call this one.
Margin of Safety Weekly
Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.