1. ResMed has achieved double-digit revenue and profit growth over the past 9 years due to continuous acquisitions and improved operational efficiencies; 2. The company's capital efficiency showed mixed results with improvements in gross profitability and asset turnover, but a longer cash conversion cycle; 3. The company is financially sound, and there is a margin of safety if another major acquisition is assumed next year.

1. Hopoo Games, creators of the Risk of Rain series, have joined Valve, potentially working on a new Half-Life game. 2. The move follows a similar pattern to Valve's previous acquisition of Campo Santo. 3. Hopoo Games has halted production on its unannounced game, Snail, to focus on Valve's projects.

➀ NVIDIA has accelerated its acquisition pace, buying one AI and data center-related company per month over the past four months. ➁ Key acquisitions include Run:ai for $700 million, Deci for $300 million, and Shoreline and Brev.dev whose prices were not disclosed. ➁ These acquisitions align with NVIDIA's strategy since 2019, focusing on end-to-end solutions and expanding into new business areas like model miniaturization and autonomous driving. ➂ NVIDIA's approach involves deep integration of acquired companies, enhancing their technology stack and developer ecosystem.

1. Enterprise Products Partners is experiencing significant EBITDA and distributable cash flow growth, supported by a robust distribution coverage ratio. 2. The company is expanding its presence in the Delaware basin and has announced a $950M acquisition that will enhance its NGL segment. 3. Despite regulatory risks, EPD offers a well-supported 7% yield and is moderately valued, making it an attractive investment for income investors.