IDXX

1. October 2026 1 entry
   Oct 13, 2026

   Substack · Business Model Mastery · The Antifragile Investor

   IDEXX Laboratories: The Analyzer Opens the Door. The Tests Keep the Veterinary Clinic Paying.

   IDEXX combines recurring diagnostic revenue, high customer retention and exceptional margins. But veterinary visits are declining, making its growth increasingly interesting.

   IDXX1,507 words

   Since publication +9.6% α +11.2 pp vs S&P 500 · USD

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.