Brian, I see the gap to $100. Think I could get filled as low as $100? Thanks for the video!
@bsmba1347
5 ай бұрын
it's time to sell TMDX, wait for a pull back and get back in
@Jens640
5 ай бұрын
How often has that strategy worked for you? Personally I have stopped doing that because 2 out of three times it has been a bad move...
@faw1998ss
4 ай бұрын
Brian, you paid attention to glassdoor. Are you concerned comments over there?
@TheChinaPlay
5 ай бұрын
"Long-Term Mindset"??? From one Brian to another, you guys need to utilize the two Brians. Something like Long-Term Investing with Brian & Brian. You can do better but the two Bs will help you be memorable, just a suggestion. I sold Transmedics at a tax loss last year, never bought back. From the chart, it looks like its performance over the nasdaq came all in a day. Not sure if I'd want to get back on that rollercoster. I much rather ride a similar ride but one I believe in more like CRWD, or DKNG, or PTLR, or CELH, ie. nothing i would want to sell to buy Transmedics.
@chatty9573
5 ай бұрын
You put this company on my radar 3-6 months ago when I decided to start a position. Never would have heard of them otherwise thanks Brian!
@limebear4826
5 ай бұрын
I would relook at hims. Weight loss is getting huge, growing fast, gaap profitable and cheap (even on p/e forward)
@fabio2634
5 ай бұрын
I bought transmedics stocks a while ago after seeing your video (and researching a bit, of course), so thanks mate!!
@ConorValue
5 ай бұрын
I bought this stock when you first mentioned it. Thank you!
@SKY_EATS_PLANE
3 ай бұрын
I just bought this one for my portfolio last week. Nice to see you own as well. Interesting conpany
@alexmoreno78
4 ай бұрын
Do you see any risk of the company being involved in an organ trafficking situation and if yes, would that be considered a high risk?
@sheanathan3566
3 ай бұрын
Wow, 7% dilution Thanks for the analysis
@DvirShalom9
5 ай бұрын
Amazing company! I wish I heard about her earlier
@neels1814
5 ай бұрын
Can you please make a video on CORT? They also about 3 bn company with 600M+ revenue and excellent pipeline
@robertbehrend8379
5 ай бұрын
Brian² would have been my favorite pick for the rebranding! Love your content Brian. Keep us updated on TransMedics.
@Jens640
5 ай бұрын
I don't know where to put this question. I saw that in the past there where member only polls to determine which content will be provided. Are those polls still a thing? If not what is the benefit of becoming a member?
@mattinterweb
4 ай бұрын
Thanks for the breakdown. Would have been great to have gotten your take on the valuation.
@CallmeMasta
5 ай бұрын
It's in my portfolio too.. Thank you Brian ❤
@InvestingEducation
4 ай бұрын
does it have any moat?
@azulsimmons1040
5 ай бұрын
That stock has really paid off for you.
@hawtwax
4 ай бұрын
What happened to Semler Scientific SMLR. I thought you liked it?
@BrianFeroldiYT
4 ай бұрын
Growth has slowed to a crawl! It's been a frustrated holding.
@jozeftengeri6197
4 ай бұрын
So is expensive now?
@marlinsandliniii4048
5 ай бұрын
What do you think of the current valuation?
@Jens640
5 ай бұрын
That would be interesting for me too
@rtorcato
5 ай бұрын
lots of short interest on this stock
@mikeko2792
5 ай бұрын
PLTR
@Messimaster972
5 ай бұрын
hmmm no valuation this time is a bit curious?
@stoffelbrian
5 ай бұрын
Using a TAM/SAM, the most important thing I need to know if the number of transplants, that's released annually, so it's tough to do. I do, however, think TMDX will hit 10,000 long before the stated goal of 2028
@utkarshraj3399
5 ай бұрын
What do you think of XVIVO perfusion from sweden?
@stoffelbrian
5 ай бұрын
Don't know specifics of competition, but lack of aviation makes it a tougher sell to hospitals
@utkarshraj3399
5 ай бұрын
@@stoffelbrian they are operating globally and recently done first ever in medical history heart transportation over Atlantic ocean. I didn't get you when you say "lack of aviation"
@stoffelbrian
5 ай бұрын
@@utkarshraj3399 Was it on an XVIVO-owned plane?
@lalalooao
4 ай бұрын
Own aviation is not necessary if the machine perfusion system is better at preserving organs and you can use commercial flights. Organ tranfers becomes cheaper for hospital+ no need to do night time surgieries. I wouldn't count own aviation as longterm deep moat
@stoffelbrian
4 ай бұрын
@@lalalooao We'll have to disagree on that. While a trip across the Atlantic is impressive, each one of these organs is kept alive for a comparatively small amount of time. If the right plane and pilot aren't ready at a moment's notice, it can mean life/death. The lack of aviation is the MAJOR bottleneck and cause of lost organs for TMDX. While I understand the competition could widen that window, I still think a company with the entire infrastructure built has a lasting advantage
@sirus312
5 ай бұрын
TMDX was the sleeper pick. Only the savvy who took time to research the market got in this name. Still going above 150 but does it get bought out now is the question?
@trevorm9551
5 ай бұрын
What happens when it (a stock) gets bought out? For the share holder
@stoffelbrian
5 ай бұрын
@@trevorm9551 They get paid whatever the buyout price is -- either in cash or shares of the acquirer
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