In my not so humble opinion this is the best long term prospect on the NZX.
Good management, excellent returns and a good economic moat.
What do you guys think?
A joint venture between General Electric and technology company Intel in home healthcare could erode market share and increase competition for Fisher & Paykel Healthcare's obstructive sleep apnoea business, says Macquarie Research Equities analyst Stephen Ridgewell.
But F&P Healthcare chief executive Michael Daniell said yesterday that while his company could not dismiss the new venture, he did not think it warranted alarm bells at this stage, because the GE side of the sleep apnoea market was tiny and there were issues such as the cost to the patient for using such technology. See attachment below or this link for more
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