Danaher is a good business with recovering industry conditions and potential for high single-digit earnings growth, but concerns exist regarding its acquisition strategy and China market competition.
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11 Stocks to Consider Buying?
Playing FTSEApr 15, 2026
The creator discusses several stocks, providing brief opinions on their investment potential. Key mentions include Apple (too expensive), Berkshire Hathaway (good business despite Buffett's absence), Cohort (right place, right time but not high quality), Games Workshop (strong franchise but not a personal fit), Judges Scientific (good business but dependent on funding and volatile), Rolls-Royce (benefiting from tailwinds but needs testing in a weaker environment), Renew Holdings (not a desired ownership), Wise (payments area too dynamic), ASML (not a preferred investment type), and Danaher (good business with temporary headwinds, but concerns about valuation and China competition).
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ASML is not the type of business the speaker invests in due to a lack of technical knowledge and a general dislike for the AI theme it's plugged into.
The speaker knows enough about UK infrastructure acquirer Renew Holdings to say they would not want to own it.
Brown and Brown, an insurance broker, has a good track record and is a good acquirer, but the competitiveness of the industry is a concern.
Apple is considered too expensive at current earnings multiples, even compared to when Warren Buffett was buying.
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