Most (actually nearly all fund managers) I don't rate at all; there are a few however who are are able to succinctly and somewhat objectively outline a solid investment thesis for owning (or not) a stock.
One such person is Emma Fisher of Airlie Funds Management. I thought it worth sharing a podcast episode Emma was a guest of , published today, where Emma outlines her methodology and investment thesis for being an owner of Resmed. IMO this eposide is well worth an hour of your day.
https://open.spotify.com/episode/2ZiVEv25WYcwsNGOqWPTUK?si=anayKBl8QA2AlhqWB-Ebvw
Ann: ResMed Announces Results for the First Quarter of FY2024, page-73
Add RMD (ASX) to my watchlist
 (20min delay)
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Last
$36.60 |
Change
0.560(1.55%) |
Mkt cap ! $22.35B | |||
| Open | High | Low | Value | Volume |
| $36.32 | $36.74 | $36.27 | $36.11M | 994.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5822 | $36.57 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $36.60 | 5289 | 1 |
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| Last trade - 16.10pm 18/11/2024 (20 minute delay) ? |
| RMD (ASX) Chart |