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leobiat green
@therealinvestor007
1Año·

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

15.08
Resmed logo
Comprado a 168,45 €
6
11 Comentarios
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Tom@tom_finance
1Año
Do you have an explanation for the FCF collapse in 2022?
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1Año
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Nils@HerNilson
1Año
@walkinginmemphis... I bought the first tranche today.
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1Año
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Nils@HerNilson
1Año
@walkinginmemphis with the overall market. I continue to monitor and possibly soon transact ne next tranche
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1Año
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Nils@HerNilson
1Año
@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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1Año
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Nils@HerNilson
1Año
@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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1Año
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Nils@HerNilson
1Año
@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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