E47: Opportunity Costs in Investing, $EXAS and $TMDX
Wall Street Wildlife Investing Podcast - A podcast by Krzysztof and Luke - Tuesdays
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đ¨đ´Welcome to the jungle Paul and Steven P! Thank you for supporting Wall Street Wildlife on https://www.patreon.com/wallstreetwildlife! We love seeing whoâs committed to being in our inner circle of trusted investors and jungle beasties. đThe few bucks you wonât miss will help us make the show and your investing returns better. And all patreon questions get boosted to the top of the queue for podcast chat! In this week's episode: đ Badger discusses his Chinese investments including $JD and $BAIDU, making Monkey appear like a savant đ Keep it Simple Stupid: why one solid principle can save you from having to make two hundred hard future decisions đŹ Question from our new patreon Steven about opportunity costs. We discuss $TDOC and $RLAY and why what you paid for a stock should not influence whether to sell it! đŚ Listeners help us name our stock exploration segment the Stock Safari, kinda obvious in hindsight! đŚ Krzysztof pitches $EXAS as a safe(r) biotech company helping you avoid unpleasant colonoscopies at the doctorâs office đ Luke pitches Transmedics $TMDX a fascinating organ transplant company that has two sides to its business Sources mentioned: Portseido: https://www.portseido.com/?fpr=lukehallard Transmedics IR: https://investors.transmedics.com/ Exact Sciences IR: https://investor.exactsciences.com/ Segments: [00:00:00] Introduction [00:01:23] Are Luke's China Investments Getting Bailed Out? [00:08:43] Opportunity Costs of Not Selling [00:25:02] Stock Safari - Exact Sciences $EXAS [00:30:43] Stock Safari - Transmedics $TMDX --- Please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. If you're enjoying the show and want to support us in creating even more valuable content, head over to http://patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle. Find your investing animal and show us some love. If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1. You can find more episodes of the podcast at â â http://wallstreetwildlife.com/â â where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at: â http://x.com/7LukeHallardâ â http://x.com/7FlyingPlatypusâ Wall Street Wildlife is also on Instagram @wallstreetwildlife. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies