2Año·

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

15.08

Resmed

Comprado a 168,45 €

11 Comentarios

Tom@tom_finance

2Año

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

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2Año

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Nils@HerNilson

2Año

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

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2Año

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Nils@HerNilson

2Año

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

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2Año

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Nils@HerNilson

2Año

@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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2Año

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Nils@HerNilson

2Año

@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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2Año

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Nils@HerNilson

2Año

@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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