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Ann: ResMed Announces Results for the First Quarter of FY2024, page-58

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    Hi Tony

    Looking at the transcript, it reads as almost manic. I don't know if Mick drank too much coffee before the call. I will have to listen to the voice recording and try to compare with other recordings of Mick in action.

    I agree that these Quarterly updats come around too often. I recall when I worked for a big US company, they would lose 3 weeks of management time each quarter just preparing and post mortem-ising these announcements.

    So many numbers and these longitudinal studies and sales funnels they talk about incessantly... You could make up any story to go with this deluge.

    Cheers, AC

 
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