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Research notes and valuation walk-throughs - the reasoning behind the numbers the site computes, written out in full.

RMD: My Valuation of ResMed and Why I Stopped My Research

After analysing most of ResMed's (RMD) business, I came across three major headwinds: 1 GLP‑1 drugs 2 Philips recovery 3 Regulatory and Medicare related…

19 August 2026 · 4 min read

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