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RMD

Trust-weighted public proof page for RMD. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
19 / 100
Current score
0.27
Thesis calls
5
Active decisions
4

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

RESMED INCsec_filingsopen

The provided text is only the header/cover portion of ResMed Inc.’s Form 10-Q for the quarter ended March 31, 2026 (issuer ID, exchange listing, and basic filing checkboxes). It does not include financial statements, MD&A, risk factors, guidance, or any operational/segment details that would enable an earnings-quality read-through or a differentiated trading thesis.

Mentioned: Apr 30, 2026, 6:19 PM EDTConviction: 20 / 100
Source: RMD 10-Q report for 2026-03-31

Podcast excerpt featuring David Sinclair highlights two broad biotech/healthcare themes: (1) GLP-1 drugs are accumulating evidence for benefits beyond weight loss, including cardiovascular and brain-related effects, but Sinclair flags an unspecified under-discussed downside; and (2) AI is materially accelerating longevity and drug-discovery research by screening vast molecular spaces, including work aimed at reversing aging and blindness. The entry is thematically useful for GLP-1 demand expansi

Mentioned: Apr 27, 2026, 8:00 PM EDTConviction: 31 / 100
Source: David Sinclair: GLP-1 Side Effect No One Talks About, AI in His Lab & Reversing Blindness | EP #251
RESMED INCsec_filingsopen

The provided text is only the cover/header portion of ResMed’s Form 10-Q for the quarter ended Dec 31, 2025 (issuer ID, address, exchange listing). It does not include financial statements, MD&A, guidance, segment performance, risks, or any quantitative disclosures needed to form a tradable thesis.

Mentioned: Jan 29, 2026, 7:37 PM ESTConviction: 60 / 100
Source: RMD 10-Q report for 2025-12-31
RESMED INCsec_filingsopen

This is the cover/header portion of ResMed Inc.’s Form 10-Q for the quarter ended Sep 30, 2025. The provided excerpt contains no financial results, guidance, risk-factor updates, MD&A, or segment/operational detail, so it is not sufficient to form a high-conviction bullish/bearish view beyond noting an SEC filing/event-risk context.

Mentioned: Oct 30, 2025, 8:01 PM EDTConviction: 60 / 100
Source: RMD 10-Q report for 2025-09-30
RESMED INCsec_filingsopen

The provided excerpt is only the cover-page portion of ResMed’s FY2025 Form 10-K (fiscal year ended June 30, 2025). It contains identification/registration details (issuer status, exchange listing, ticker RMD) but no operating results, guidance, risk updates, or segment commentary. As-is, it does not support a directional investment view.

Mentioned: Aug 7, 2025, 8:44 PM EDTConviction: 60 / 100
Source: RMD 10-K report for 2025-06-30

Current stance

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Active decisions4
Latest pricen/a

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