François Rochon added RMD · ResMed Inc.
$76M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$254 now
OUR VALUE
$254 today
low $190mid $254high $317
3 models, as of 2026-10-24.
Fairly priced now: inside our value range. The easy part has happened.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。