RMD 1.14% $32.80 resmed inc

Most (actually nearly all fund managers) I don't rate at all;...

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    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
 
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