In the clip below, recorded on Friday, October 2 for AusbizTV, Rudi, Nadine and I discuss Pro Medicus (ASX: PME), which I believe is the highest quality business on the ASX. Notably Pro Medicus is the largest position in my portfolio (so obviously, I own Pro Medicus shares).
Please note the Pro Medicus share price is more than 40% higher at this time, so my comments around valuation are no longer up to date. However, I think I give a good outline of the business.
PME and EOL from Claude Walker on Vimeo.
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