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leobiat green
@therealinvestor007
1Yr·

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

15.08
Resmed logo
Bought at €168.45
6
11 Comments
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Tom@tom_finance
1Yr
Do you have an explanation for the FCF collapse in 2022?
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Deleted User
1Yr
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Nils@HerNilson
1Yr
@walkinginmemphis... I bought the first tranche today.
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Deleted User
1Yr
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Nils@HerNilson
1Yr
@walkinginmemphis with the overall market. I continue to monitor and possibly soon transact ne next tranche
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Deleted User
1Yr
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Nils@HerNilson
1Yr
@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
1Yr
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Nils@HerNilson
1Yr
@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
1Yr
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Nils@HerNilson
1Yr
@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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