CSL
Organization
CSL is a global biotechnology company headquartered in Australia. Through CSL Behring, CSL Seqirus, and CSL Vifor, it develops and manufactures plasma-derived and recombinant therapies, vaccines, and medicines for serious and chronic diseases.
What experts have said about CSL
3 statements · 3 positive
CSL is an industry-leading business in blood plasma and vaccines.
“It's a wonderful business, blood plasma vaccines, all that sort of stuff. It's an industry leader.”
Open the episode · Rates rise around the world, why the Aged Pension isn't enough & Pimp my Portfolio with Owen RaskListen at 31:42
CSL was sufficiently underpriced to justify maximum portfolio exposure and subsequently rallied sharply.
“We were maximum CSL across all our funds. And since then, it's had this astonishing rally.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 14:00
CSL shares rose 18% amid new drug developments and a planned reset quarter.
“CSL is up 18% as they tout some new drug developments and plan a reset quarter as they call it.”
Open the episode · BHP Rises, Tokyo Electron Down, Alibaba UpListen at 1:25
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
5 episodes featuring CSL
Equity Mates Investing Podcast
Australia’s retirement assumptions meet a tougher investing reality
Rising rates, inadequate pension income and fragmented portfolios expose the risks of relying on old assumptions about Australian wealth and retirement.
Sep 20, 2026 · 43 min
The Rules of Investing
Value investors find opportunity in Australia’s fallen angels
The discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
Sep 18, 2026 · 42 min
Stock Take
Management metrics can hide the real cost of growth
Investors can misread a business when adjusted measures obscure amortization, depreciation, debt, and the capital required to sustain operations.
Sep 17, 2026 · 30 min
Equity Mates Investing Podcast
AI risks, oil shocks and the superannuation decisions that matter
The episode connects emerging AI threats and energy-driven inflation with practical questions about Australian growth investing and who receives superannuation after death.
Sep 16, 2026 · 43 min
Stock Take
Eight stocks face defining tests this reporting season
The episode identifies the operational milestones, competitive threats and valuation questions that could reshape eight investment cases.
Aug 6, 2026 · 41 min