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
$31.96 |
Change
0.070(0.22%) |
Mkt cap ! $20.30B | |||
| Open | High | Low | Value | Volume |
| $31.99 | $32.00 | $31.85 | $16.46M | 515.6K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 17 | 1563 | $31.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $31.96 | 1120 | 9 |
View Market Depth
| Last trade - 14.08pm 14/06/2024 (20 minute delay) ? |
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Last
$31.96 |
Change
0.070 ( 0.23 %) |
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| Open | High | Low | Volume | ||
| $31.92 | $32.00 | $31.85 | 78829 | ||
| Last updated 14.27pm 14/06/2024 ? | |||||
| RMD (ASX) Chart |