i spend a lot of my time on international stocks now, and look at these MF shortcuts as an easy way to assess sentiment on a stock.

the following on RMD was interesting in that clearly there are lingering concerns in the US, to put it mildly.

Although the Oz version of MF has probably lost its talent, the US guys are ok, in the usual "growthy" damn the torpedoes MF style lol

https://www.youtube.com/watch?v=9QW7TnaMk18

usually dont get too intersted in quarterlies, but this one did hold some interest. Re GLP-1, RMD seeing no impact across various cohorts, possibly some uptick. Mask sales are strong, and adherence remains strong, which is an indicator of repeat ordering. then i noticed the below...

blue is non GAAP and orange GAAP GM's. still enough to get bears excited i would say in this environment. interesting diversion probably adds to anxiety. RMD spoke to better trend expected through the year says decline mainly higher component costs that are starting to be cycled. we will see

the rest looked good to me.

disc Held

The Market Ear has some interesting observations on obesity, calling it he new AI, as the market obsessed over a new disruption. the US market loves a disruption even a sniff of one. below by Goldman reproduced by TME.