Trading Ideas| TMDX Remains High!

Hello everyone! Today i want to share some trading ideas with you!

Why does my conviction in $TransMedics Group, Inc.(TMDX)$ remain high?

• They're the only small-cap I track with a network effect moat -- nearly impossible to have at this scale -- driven by its logistics integration & TransMedics Aviation acquisition.

• The recent 25% drawdown is due to temporary factors --40% of the aircraft fleet was under maintenance, impacting service revenue & increasing capex, which led to a gross margin miss.

• The company remains on track to hit 10K annual OCS procedures by 2028 -- potentially driving $250M in net income & trading at ~10x projected 2028 earnings.

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