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Hey all,
My portfolio currently has heavy exposure to commodities and energy, and I’m looking to diversify into healthcare.
I’m specifically interested in:
• Stable, long-term compounders
• Durable competitive advantages / wide moats
• Strong balance sheets
• Consistent ROIC and FCF growth
• Businesses that can hold up across cycles
Not looking for binary biotech plays — more in the “sleep well at night” category.
What healthcare names do you consider true long-term compounders and why?
Appreciate any thoughts.