Bruker

The NFTBC Digest (31 May 2026)

Portfolio Change, News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, REGN, PBLS)

May 31 • Crashkolnikov

Bruker: Back to The Future

It's been a while but Bruker is finally ready to compound again

May 7 • Crashkolnikov

Bruker: reflections following 2025

Light at the end of the tunnel / the evolving nature of Bruker / guidance track record

Feb 13 • Crashkolnikov

NFTBC favourites BRKR and REGN both presented at the JPM Morgan Healthcare Conference

Jan 13 • Crashkolnikov

The NFTBC Digest (11 January 2026)

News and links (BMW, BRKR, PTC, REGN, WPP)

Jan 11 • Crashkolnikov

The NFTBC Digest (14 December 2025)

News and links (BMW, BRKR, PTC, REGN)

Dec 14, 2025 • Crashkolnikov

The NFTBC Digest (7 December 2025)

News and links (BMW, BRKR, PTC, REGN)

Dec 7, 2025 • Crashkolnikov

Bruker - Refections following Q3 2025

And musings on Bruker's role in next-gen lithography

Nov 4, 2025 • Crashkolnikov

Bruker - Preferred Share Offering

Reflections on dilution and the potential playbook

Sep 4, 2025 • Crashkolnikov

Bruker - Leverage & Covenants

An Addendum to Q2

Aug 13, 2025 • Crashkolnikov

Bruker - Reflections on Q2 2025

"Too many surprises to have an expectation"

Aug 5, 2025 • Crashkolnikov

Bruker - Thoughts following Q1 2025

"Playing Defense"

May 8, 2025 • Crashkolnikov

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