Big moves at the top of the ASX, inflation heating up in the US, and a beaten-up healthcare names under the microscope. In this episode, Bryce, Alec and Mr.Beat-Up unpack BHP overtaking Commonwealth Bank, CSL’s brutal fall from grace, and whether TransMedics’ organ transplant technology can justify the risk after its share price has been cut by two-thirds.
In this episode:
00:00 — Intro & Welcome Mr Beat Up
01:31 — Budget Fallout Hits Banks & Housing Stocks
03:14 — BHP Overtakes CBA as Australia’s Biggest Company
06:06 — CSL Falls Out Of The ASX Top 10
09:38 — New Fed Chair & Rising US Inflation
11:51 — Mr Beat Up: TransMedics
15:05 — Why TransMedics Is Beaten Down?
18:31 — The Bull Case: 4-Step Stock Checklist
21:39 — How Big is the Moat?
25:21 — Can it Reinvest it's Profits Productively?
27:05 — Is TMDX an Affordable Stock?
29:06 — The Final Verdict
Stocks & ETFs mentioned: CSL (ASX: CSL), BHP (ASX: BHP), Commonwealth Bank (ASX: CBA), REA Group (ASX: REA), NAB (ASX: NAB), ANZ (ASX: ANZ), Westpac (ASX: WBC), Macquarie Group (ASX: MQG), TransMedics (NASDAQ: TMDX), Intuitive Surgical (NASDAQ: ISRG), Eli Lilly (NYSE: LLY), Betashares Global X Metals ETF (ASX: WIRE)
———
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.
———
Equity Mates Investing is a product of Equity Mates Media.
","author_name":"Equity Mates Media"}