Danaher: Cytiva & Bioprocessing Moats

This podcast provides insight into our research process behind our recent published work on Danaher's Cytiva bioprocessing business. We explore: How we approached studying bioprocessing Bioprocessing's moats and customer switching costs Why Cytiva has enjoyed ~80%+ market share for decades Details of hypotheses we built throughout the process How we sourced executives to interview How we structured our written research