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![guru_gems Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1803671180311928832.png) Guru Gems [@guru_gems](/creator/twitter/guru_gems) on x XX followers
Created: 2025-07-21 10:33:30 UTC

Oakmark Global Select Fund Q2 Commentary

Interesting new position: Becton, Dickinson and Company (BD) $BDX, a global medical technology company

“Short-term concerns have provided us with the opportunity to purchase shares in what we view as a high-quality business with improving margins and an attractive long-term growth outlook at a significant discount to historical valuation levels.”



![](https://pbs.twimg.com/media/GwX_q5yW8AAQiOQ.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947243530952347832/c:line.svg)

**Related Topics**
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[becton dickinson](/topic/becton-dickinson)
[stocks healthcare](/topic/stocks-healthcare)
[$bdx](/topic/$bdx)
[coins pow](/topic/coins-pow)

[Post Link](https://x.com/guru_gems/status/1947243530952347832)