Mini deep dive on TransMedics ($TMDX)
In order to read this mini deep dive on TransMedics (TMDX) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month and ~3 mini deep dives per month plus access to my investment portfolio (up +118% YTD), my daily activity, my investment models and my daily webcasts. [click here to subscribe]
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As I mentioned last week, going forward, all paid subscribers will be receiving ~3 deep dives per month (~8000 words each, any market cap) and ~3 mini deep dives per month (~2000 words each).
The mini deep dives will provide an update on the companies that I’m most bullish on for the next 2-3 years (all of which have already gotten full deep dives) including an overview of the most recent quarterly financials, my updated investment model and the key points to my investment thesis.
Obviously this mini deep dive is on TransMedics which is now my third largest position since the stock rallied more than 100% in November after posting blowout Q3 earnings. I remain very bullish on TMDX and this mini deep dive explains why.
Mini Deep Dive on TransMedics: From Groundbreaking OCS to Sky-High Ambitions:
Current stock price: $74.66
Market cap: $2.4 billion