ResMed
Organization
ResMed Inc. is a medical equipment and health technology company headquartered in San Diego, California, and founded in Australia. It develops cloud-connected devices and software for sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions, including CPAP systems, masks, ventilators, and out-of-hospital care solutions.
What experts have said about ResMed
1 statement · 1 negative
Chinese competitors selling similar devices at half price threaten ResMed.
“The main issue for us is that The devices they make, well, there's some Chinese competitors that make very similar looking devices that seem to do pretty much the same and they sell them for half the price. So I'm very worried about Chinese manufacturing competition”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 24:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring ResMed
The Rules of Investing
Value investors find opportunity in Australia’s fallen angels
The discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
Sep 18, 2026 · 42 min
Stock Take
Eight stocks face defining tests this reporting season
The episode identifies the operational milestones, competitive threats and valuation questions that could reshape eight investment cases.
Aug 6, 2026 · 41 min
Stock Take
An unconventional builder meets an uncertain AI boom
The episode tests whether durable business culture can outweigh a weak conventional moat, then asks how investors should act before AI winners emerge.
Jul 23, 2026 · 36 min