Equity Mates Investing Podcast Bryce’s top 5 healthcare picks, 2 quality additions to the Community Portfolio & Gen Z’s $6 billion boom
26 snips
Mar 18, 2026 They explore a boom in cosmetic injectables and how Gen Z and younger demographics are driving demand. A five-stock healthcare sleeve is outlined, covering GLP-1 drugs, radiology software, surgical robotics and organ transport tech. Community portfolio rules get revamped and two quality additions are discussed alongside a surprising industrial pick tied to mining and data centers.
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Eli Lilly Is Scaling GLP‑1 Production To Cement Its Moat
- Eli Lilly is positioned as the GLP‑1 leader with Munjaro and rapid sales growth, shifting from injectables toward oral formulations.
- GLP‑1 sales up 110% year-on-year and Lilly is investing ~$50bn in manufacturing to scale capacity and widen its moat.
ProMedicus Streams Radiology Images For A High‑Margin Moat
- ProMedicus offers remote radiology image delivery that reduces huge file download times by streaming only needed pixels to any device.
- The software enjoys ~70% EBIT margins, high growth (revenue ~31%) and a durable moat from costly replication and global radiologist shortages.
DaVinci Creates Sticky Recurring Revenue For Intuitive
- Intuitive Surgical dominates surgical robotics with DaVinci systems that create steep switching costs through expensive machines, training and recurring service revenue.
- About 81% of revenue is recurring via service contracts and per‑procedure parts, supporting ~20% revenue CAGR and strong profitability.