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
Most (actually nearly all fund managers) I don't rate at all;...
-
- There are more pages in this discussion • 3 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add RMD (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$37.60 |
Change
-0.020(0.05%) |
Mkt cap ! $23.82B | |||
| Open | High | Low | Value | Volume |
| $37.77 | $37.88 | $37.46 | $52.47M | 1.395M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5000 | $37.55 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $37.68 | 4132 | 2 |
View Market Depth
| Last trade - 16.10pm 12/09/2024 (20 minute delay) ? |
| RMD (ASX) Chart |