Notes From The Beauty Contest

Notes From The Beauty Contest

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Bruker

Bruker: reflections following 2025
Light at the end of the tunnel / the evolving nature of Bruker / guidance track record
Feb 13 • Crashkolnikov
Notes From JPM
NFTBC favourites BRKR and REGN both presented at the JPM Morgan Healthcare Conference
Jan 13 • Crashkolnikov
The NFTBC Digest (11 January 2026)
News and links (BMW, BRKR, PTC, REGN, WPP)
Jan 11 • Crashkolnikov
The NFTBC Digest (14 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 14, 2025 • Crashkolnikov
The NFTBC Digest (7 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 7, 2025 • Crashkolnikov
Bruker - Refections following Q3 2025
And musings on Bruker's role in next-gen lithography
Nov 4, 2025 • Crashkolnikov
Bruker - Preferred Share Offering
Reflections on dilution and the potential playbook
Sep 4, 2025 • Crashkolnikov
Bruker - Leverage & Covenants
An Addendum to Q2
Aug 13, 2025 • Crashkolnikov
Bruker - Reflections on Q2 2025
"Too many surprises to have an expectation"
Aug 5, 2025 • Crashkolnikov
Bruker - Thoughts following Q1 2025
"Playing Defense"
May 8, 2025 • Crashkolnikov
Bruker Corporation
A Deep Dive
Apr 15, 2025 • Crashkolnikov
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