The best or a mess?
Right now, there are two companies in our wacky world who really should be taken out by private equity, Tandem and Embecta. Quite frankly neither company should be publicly traded just for different reasons. Tandem as we have outlined is pretty much a mess that needs to be cleaned up. Embecta on the other hand is the very best at making sharp objects that stick people, no one is better.
Yet BD decided to spin off this company that does nothing but print money and then the management of the spin off made the mistake of thinking they should be . . .
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