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home / news releases / VAR - Varian's Moat May Be Worth Paying For (Podcast)


VAR - Varian's Moat May Be Worth Paying For (Podcast)

By Daniel Shvartsman

Listen to or subscribe to Behind the Idea on these podcast platforms:

Last week, I was on the hot seat pitching Stitch Fix (SFIX) as a long idea. This week, Mike takes his turn. His thesis is on Varian Medical Systems (VAR), which is a more established company by a long shot, but there's an element of paying up for quality here as well. Here's Mike's thesis from our notes, as background to the podcast you can listen to above.

Varian sells machines to

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Stock Information

Company Name: Varian Medical Systems Inc.
Stock Symbol: VAR
Market: NYSE
Website: varian.com

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