Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Prepared in the first person by Warren and Charlie. We rely only on the company's regulatory filings and earnings disclosures, those of its competitors, developments since the last filing, and the current market price. We reach our own conclusions and borrow no one else's. GeneDx sequences the genomes and exomes of very sick children to find the genetic cause of rare disease. It is a genuinely useful thing to do in the world, and the company is growing test volume at better than 30% a year. We admire the mission and we do not doubt the medicine. But we are not in the business of admiring missions — we are in the business of buying wonderful companies at sensible prices, and on that test WGS fails at the first gate.
Recent filings analysed: 10-Q (2026-08-03), 8-K (2026-08-03), 8-K (2026-06-23), 8-K (2026-06-16).
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