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

Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email

———

Looking for some of our favourite research tools?

Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight

———

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.

Hosted on Acast. See acast.com/privacy for more information.