1Année
It may well be an interesting company. But don't let the market leader story blind you. Shortly after the turn of the millennium, every company on the stock exchange was the global market leader in some segment... The rest is history...


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1Année
@GHF "Story" as if it were a "fairy tale" 😅 The company has been around for a good 30 years and they basically got the therapy options rolling worldwide, plus analysis software for clinics and sleep labs etc pp. The results for therapy users are now even presented in gamified form. Points for, among other things, duration of use, mask fit/tightness, events per hour and mask removal. Even if another big player wanted to "develop" into this market, it would hardly stand a chance. The probability that someone will specialize in this area alone in the next few years is low and that it will become a serious competitor and a listed company is even lower. ResMed is a safe horse for the journey. Google, Netflix, Amazon, Apple are already failing to establish a foothold in the gaming industry and that is a much easier undertaking than gaining a foothold in a specialized field like this.
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1Année
@j1mbo not so sensitive! I was just gently pointing out that many companies saw their share prices plummet during the two crashes at the start of the millennium, even though they were market leaders and had good products. You need more for a consistently good share price performance. You have to decide for yourself whether ResMed , which is not cheaply valued, is one of them.
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