2Yr·

Purchase to cover the health sector more and sleep is always 🤣

15.08

Resmed

Bought at €168.45

11 Comments

Tom@tom_finance

2Yr

Do you have an explanation for the FCF collapse in 2022?

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Deleted User

2Yr

Comment was deleted

Nils@HerNilson

2Yr

@walkinginmemphis... I bought the first tranche today.

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Deleted User

2Yr

Comment was deleted

Nils@HerNilson

2Yr

@walkinginmemphis with the overall market. I continue to monitor and possibly soon transact ne next tranche

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Deleted User

2Yr

Comment was deleted

Nils@HerNilson

2Yr

@walkinginmemphis This has nothing to do with moats. The overall market is currently poor and the new mesic drugs from novo nordisk and eli Lilli are weighing on resmed's performance.

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Deleted User

2Yr

Comment was deleted

Nils@HerNilson

2Yr

@walkinginmemphis there is the issue of obesity. If there are fewer of them because of the drug, then fewer will need resmed's equipment. It is already connected. Resmed has also commented on this in a press release. Currently they see no danger. Well. I'll stay tuned for the time being, since they are also going deeper and deeper into the software track. :D

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Deleted User

2Yr

Comment was deleted

Nils@HerNilson

2Yr

@walkinginmemphis Exactly me too. If the stock after you bought it would not go down immediately, then it would not be fun either. 😂 ..one can buy after :D

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