Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book

Bob Desmond

March 5, 2024·13 min·1 clip

Bob Desmond reveals his checklist for investments: 6-7% organic growth, 27% margins, strong balance sheets, and targeting 11-13% total returns from Agilent.

Chris Judd interviews Bob Desmond of Claremont Global about his concentrated investment approach and a deep dive into Agilent, a life sciences company they've owned for four years. Desmond explains their valuation framework, investment criteria, and why Agilent represents a 'picks and shovels' approach to healthcare with attractive financial characteristics.

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