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

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/commbank-s-worst-day-mr-beat-up-reviews-a-stock-we-all-own-who-would-want-to-be-fed-chair.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-05-17T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/commbanks-worst-day-mr-beat-up-reviews-a-stock-we-all-own-wh
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/6a06b8ef3e72f3faef910101/media.mp3
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Duration seconds: 1968

## Resource

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? Do…

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