$TransMedics Group, Inc.(TMDX)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$TransMedics Group, Inc.(TMDX)$

This is my long term investment with bull case below.

Monopoly-like Position: TransMedics is essentially revolutionizing organ transplant therapy. Its Organ Care System (OCS) allows organs to survive significantly longer outside the body than traditional cold-storage methods, drastically increasing the pool of viable transplant organs.

Vertical Integration: To combat logistics bottlenecks, the company aggressively acquired a private aviation fleet (TMDX Aviation). High flight hours suggest strong, durable demand for their dedicated organ-transport services.

Massive Long-Term Goals: The CEO has stated a long-term target of facilitating 30,000 transplants by 2032, generating over $2 billion in annual revenue.

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

kooko
11-02 17:13
kooko
Monopoly story is strong, but short term this still looks priced for perfection. If transplant growth or flight utilization cools even a bit, this can pull back hard.
bs6969
11-02 21:31
bs6969
1 min

Leave a comment

2

26

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":624699849248816,"tweetId":"624699849248816","gmtCreate":1793548154954,"gmtModify":1793609576459,"author":{"id":3571928008671861,"idStr":"3571928008671861","authorId":3571928008671861,"authorIdStr":"3571928008671861","name":"JamieLKH","avatar":"https://static.tigerbbs.com/066b2fb6a852052d868fae39da6aecd3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.11","exceedPercentage":"80.49%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":9,"starInvestorFlag":false},"themes":[{"themeId":"7516f9ef7e8042739b8597466da26fe7","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Winning Trades","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7516f9ef7e8042739b8597466da26fe7}&rnconfig={\"headerBarHidden\": true}","description":"Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/c30c293bfa518999a527d94628d411c0","width":"906","height":"1310"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/c30c293bfa518999a527d94628d411c0","width":"906","height":"1310"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$ </a>&nbsp;</p>\n<p>This is my long term investment with bull case below.</p>\n<p>Monopoly-like Position: TransMedics is essentially revolutionizing organ transplant therapy. Its Organ Care System (OCS) allows organs to survive significantly longer outside the body than traditional cold-storage methods, drastically increasing the pool of viable transplant organs.</p>\n<p>Vertical Integration: To combat logistics bottlenecks, the company aggressively acquired a private aviation fleet (TMDX Aviation). High flight hours suggest strong, durable demand for their dedicated organ-transport services.&nbsp;&nbsp;</p>\n<p>Massive Long-Term Goals: The CEO has stated a long-term target of facilitating 30,000 transplants by 2032, generating over $2 billion in annual revenue.&nbsp;&nbsp;</p><img src=\"https://community-static.tradeup.com/news/c30c293bfa518999a527d94628d411c0\" tg-width=\"906\" tg-height=\"1310\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/TMDX\">$TransMedics Group, Inc.(TMDX)$ </a>&nbsp;</p>\n<p>This is my long term investment with bull case below.</p>\n<p>Monopoly-like Position: TransMedics is essentially revolutionizing organ transplant therapy. Its Organ Care System (OCS) allows organs to survive significantly longer outside the body than traditional cold-storage methods, drastically increasing the pool of viable transplant organs.</p>\n<p>Vertical Integration: To combat logistics bottlenecks, the company aggressively acquired a private aviation fleet (TMDX Aviation). High flight hours suggest strong, durable demand for their dedicated organ-transport services.&nbsp;&nbsp;</p>\n<p>Massive Long-Term Goals: The CEO has stated a long-term target of facilitating 30,000 transplants by 2032, generating over $2 billion in annual revenue.&nbsp;&nbsp;</p><img src=\"https://community-static.tradeup.com/news/c30c293bfa518999a527d94628d411c0\" tg-width=\"906\" tg-height=\"1310\"></body></html>","text":"$TransMedics Group, Inc.(TMDX)$ This is my long term investment with bull case below. Monopoly-like Position: TransMedics is essentially revolutionizing organ transplant therapy. Its Organ Care System (OCS) allows organs to survive significantly longer outside the body than traditional cold-storage methods, drastically increasing the pool of viable transplant organs. Vertical Integration: To combat logistics bottlenecks, the company aggressively acquired a private aviation fleet (TMDX Aviation). High flight hours suggest strong, durable demand for their dedicated organ-transport services. Massive Long-Term Goals: The CEO has stated a long-term target of facilitating 30,000 transplants by 2032, generating over $2 billion in annual revenue.","highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/624699849248816","repostId":0,"isVote":1,"tweetType":1,"viewCount":702,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TMDX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":650,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":625020094533808,"commentId":"625020094533808","gmtCreate":1793610827846,"gmtModify":1793674028045,"authorId":3479274797184441,"author":{"id":3479274797184441,"idStr":"3479274797184441","authorId":3479274797184441,"name":"kooko","avatar":"https://static.tigerbbs.com/36c3861f0d8b44d8c96ebd5c9e19c861","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":624699849248816,"objectIdStr":"624699849248816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Monopoly story is strong, but short term this still looks priced for perfection. If transplant growth or flight utilization cools even a bit, this can pull back hard.","text":"Monopoly story is strong, but short term this still looks priced for perfection. If transplant growth or flight utilization cools even a bit, this can pull back hard.","html":"Monopoly story is strong, but short term this still looks priced for perfection. If transplant growth or flight utilization cools even a bit, this can pull back hard.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":624997455519784,"commentId":"624997455519784","gmtCreate":1793626267581,"gmtModify":1793626274118,"authorId":4101807333451210,"author":{"id":4101807333451210,"idStr":"4101807333451210","authorId":4101807333451210,"name":"bs6969","avatar":"https://community-static.tradeup.com/news/cb2b107c73fdc9b20f28d456368c76e0","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.11.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"},"individualDisplaySort":1,"categoryType":2007,"isScarce":1,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.12.04","validityToTimestamp":1796314801856}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":624699849248816,"objectIdStr":"624699849248816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1 min","text":"1 min","html":"1 min","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/624699849248816"}