- Entry
- $208.56
- Now
- $231.52 +11.0%
- Target
- —
- Score
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After running the numbers on GLP‑1s, I started digging into the parts of the thesis that don't get discussed nearly as much. The first thing that stood out was sleep apnea itself. The market narrative often treats sleep apnea as an obesity problem, but the underlying condition is far more complex. Ageing, genetics, airway anatomy etc and other factors all play significant roles. While GLP‑1 may reduce obesity related demand, they do not address many of the other causes of …
— ORIGINAL POST ·
Second Batch of my Research on RMD | Management and Durability of the Business
· r/ValueInvesting
· Jul 26, 2026