IDEXX：行业龙头，卖了恐怕买不回来
2024 年 IDEXX 拖累了业绩，原因是疫情期间养宠热潮过后，看兽医的频率放缓。特里·史密斯说，IDEXX 是一个有真正长期增长前景领域的行业龙头，而且一旦卖出恐怕很难再买回来，所以他们打算继续持有，忍受跑输的痛苦。
As the industry leader in an area with real long-term growth prospects and a stock where we would probably struggle to buy back our position if we sold it, we intend to continue holding IDEXX and to try to smile through the pain of underperformance.说完之后，2025Q1 的 13F：减仓 -1%