ResMed: Facing A Potentially Dream-Disrupting Dose - Strong Sell

Company Overview - ResMed is a $37 billion company that positions itself as a "36-year-old startup" in the sleep and breathing health sector [1] - The company is the leading provider in over 140 countries, holding a market share of 50–60% in sleep apnea devices, including CPAP machines and masks [1] Investment Perspective - The company is focused on identifying undervalued stocks with a favorable risk-reward profile, emphasizing limited risks and potential for decent to high upside [1] - The belief is that the best investment ideas are often the simplest, with a contrarian approach being favored [1]