In this episode, we unpack the surprising growth in healthcare trends, build a 5-stock portfolio for the future of medicine, and overhaul the rules of the Equity Mates community portfolio.
0:00 The Gen Z $6b boom
5:30 How to invest in the trend
7:20 Building a healthcare portfolio
8:40 Eli Lilly & GLP-1 dominance
10:30 ProMedicus & Intuitive Surgical
14:05 TransMedics & CSL breakdown
20:50 Community portfolio updates + Ashleigh's Caterpillar pitch
Stocks & ETFs mentioned in this episode: Eli Lilly (NYSE:LLY), ProMedicus (ASX:PME), Intuitive Surgical (NASDAQ:ISRG), TransMedics (NASDAQ:TMDX), CSL (ASX:CSL), Caterpillar (NYSE:CAT), Betashares Diversified All Growth ETF (ASX:DHHF), Playside Studios (ASX:PLY), Link Administration Holdings (ASX:LNK), Global X Artificial Intelligence Infrastructure ETF (ASX:GXAI)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
———
Looking for some of our favourite research tools?
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
","author_name":"Equity Mates Media"}