Fellow TrickleMavens,
With some trepidation (fear of revealing how little I know
about this in spite of all the on-the-thread training y'all
have been providing me) I present . . .
Tuck's Trickle Taxonomy!
Given in categories, sub categories, and tickers of players
in the space that can be considered fairly pure trickle
plays. Obvious favorite players will be missing due a
combination of a) they're private, &/or b) they're not pure
trickle plays. Two examples are Gilson and BDX. Apologies
that the formatting is a little off despite the fixed font,
but it seems readable, anyhow.
ANALYTICAL INSTRUMENTS
HPLC & RELATED PREP HANDLERS WAT
MASS SPECTROMETERS VARI, BDAL, PEB, WAT
INTERMOLECULAR REACTION ANALYZERS BCOR
SEQUENCERS MDCC, PEB (ABI)
FLUORESCENCE-ACTIVATED CELL SORTERS
BIOINFORMATICS/SOFTWARE INCY
SMALL MOLECULE LIBRARIES PCOP, SIAL
HIGH-THROUGHPUT SCREENING ABSC
REAGENTS, GELS, MEDIA
REAGENTS QGENF, TECH, IVGN
GELS, MEDIA IVGN
RODENTS/ANIMALS
TRANSGENIC ABGX, MEDX, LEXG, AVN?
KNOCKOUT CRL, LEXG
SYNTHESIZERS PEB
MISC. CHEAPER EQUIPMENT/SUPPLIES
EVAPORATORS NBSC, FSH
FREEZERS NBSC, FSH
SHAKERS NBSC, FSH
CENTRIFUGES
PLATE READERS/COUNTERS MDCC, BCOR
BALANCES METTLER VIA NBSC & FSH?
INCUBATORS
MICROSCOPES NIKON/ZEISS > NBSC, FSH?
FLOW CYTOMETRY
SORTERS & CONSUMABLES
DRUG DISCOVERY TRGA, MCLS
No doubt I've got some things scrambled here. Help invited
from the more informed to sort it out, fill in blanks, add &
subtract categories, etc. Hey, it's a start!
It is my hope that this taxonomy can be used as a tool for
guiding the picks -- and weights given to the picks -- for
the Trickle Portfolio. Naturally, with the caveat that the
valuations of some companies may preclude them from being
actually bought until said valuations are saner.
Have at it, folks!
Cheers, Tuck |
