Moderna’s skin cancer breakthrough, a cheap stock for the Community Portfolio & can you time your investments?

Moderna’s latest cancer vaccine results sent its shares soaring 177% in a day, but the bigger story could be what mRNA and AI mean for the future of healthcare investing. Bryce & Ren unpack the breakthrough, check in on the Equity Mates Community Portfolio, investigate Scorpio Tankers as a potential addition, and answer a listener question every stock picker wrestles with: should you buy before, during or after earnings season?In this episode:00:00 Moderna’s potential cancer breakthrough01:42 Moderna, Merck and the investing implications06:49 Are we entering a golden age of healthcare?09:56 Community portfolio check-in13:22 Should Scorpio Tankers make the portfolio?20:33 When should you buy a stock on your watch list?24:53 How to handle earnings season volatility27:17 Stop searching for the perfect entry pointStocks & ETFs Mentioned: Moderna (NASDAQ: MRNA), Merck (NYSE: MRK), Eli Lilly (NYSE: LLY), Alphabet (NASDAQ: GOOGL), ResMed (ASX: RMD), ProMedicus (ASX: PME), Telix Pharmaceuticals (ASX: TLX), Caterpillar (NYSE: CAT), Bitcoin (BTC), GE Vernova (NYSE: GEV), PWR Holdings (ASX: PWH), Scorpio Tankers (NYSE: STNG), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), CSL (ASX: CSL), Palantir Technologies (NASDAQ: PLTR), GoDaddy (NYSE: GDDY), Betashares Diversified All Growth ETF (ASX: DHHF)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd 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 PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.