Equity Mates Investing Podcast

·S11

CommBank's worst day, Mr Beat Up reviews a stock we all own & who would want to be Fed chair

May 17
32 mins

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Episode Description

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)


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