ResMed: Facing A Potentially Dream-Disrupting Dose (NYSE:RMD)
ResMedResMed(US:RMD) Seeking Alpha·2026-02-01 05:54

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 strong emphasis on balancing risk and reward [1] - There is a belief that the best investment ideas are often the simplest, and a contrarian approach may yield better results [1]