Transmedics Grp

Azione

Azione

ISIN: US89377M1099

Ticker: TMDX

US89377M1099

TMDX

Price

Discussione su TMDX

Messaggi

30

3Settimana·

TTWROR +48.2% from August 2023

My Portfolio with last adjustments

$HIMS (+0,53%)
$BTC (-1,69%)
$SOFI (+1,63%)
$BABA (+0%)
$AMD (+1,92%)
$SOL (-3%)
$RKLB (-5,69%)
$AMZN (-0,76%)
$ASML (-0,51%)
$1211 (-1,09%)
$BIDU (+0,69%)
$NBIS (-4,31%)
$NU (-1,98%)
$GOOGL (-2,09%)
$ETH (-0,61%)
$ISP (-0,18%)
$TMDX (-2,28%)
$PYPL (-0,92%)
$CADLR (-0,95%)

Little trim on $HIMS (+0,53%) at 48eu
Little trim on $TMDX (-2,28%) at 100eu
Little add on $BIDU (+0,69%)
Sell full position $REAX (+2,46%) with -20% loss
New Position $CADLR (-0,95%)

More volatile than market but better thank market

9

Natan Cornaggia

@Natancornaggia

2Mes·

Q1 PORTFOLIO UPDATE

Natan YTD: +9.1%

S&P500 YTD: -4.6%

My positions: $PDD (-1,53%)
$BABA (+0%)
$TMDX (-2,28%)
$META (+1,54%)
$HOOD (+1,62%)
$PYPL (-0,92%)
$MRNA (+2,01%)
$BTO (+7,06%)
$EW (-1,49%)
$AMD (+1,92%)

ALLOCATION BY COUNTRY:

🇺🇸 US: 50%

🇨🇳 China: 42%

🇨🇦 Canada: 6%

🇨🇭 Switzerland: 2%

What do you think about my portfolio?

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9 Commenti

immagine del profilo

Memo0606@Memo0606

2Mes

transmedics buy now? i am invested in transmedics

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3Mes·

TransMedics Q4 Earnings Highlights

Sales $122M vs Est. $110M ✅

• EPS $0.19 vs Est. $0.15 ✅

• Net Income $7M vs Est. $5M ✅

•. Gross Margins 59% vs Est. 58%✅

FY25 Guidance

• Sales $541M vs Est. $520M✅

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6 Commenti

immagine del profilo

Erdbeermaus@Lumimyrsky

3Mes

I want to see that

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@thewolfofallstreetz

3Mes·

I'm following these 10 quarterly reports this week!

Hims & Hers (Monday) $HIMS (+0,53%)

Axon Enterprise (Tuesday) $AXON (+0,15%)

Cava Group (Tuesday) $CAVA

Nvidia (Wednesday) $NVDA (+0,93%)

Salesforce (Wednesday) $CRM (-2,09%)

Zoetis (Thursday) $ZTS (-1,2%)

TransMedics (Thursday) $TMDX (-2,28%)

Monster Beverage (Thursday) $MNST (-1,36%)

Rocket Lab (Thursday) $RKLB (-5,69%)

Duolingo (Thursday) $DUOL

What do you expect from these companies?

8

7 Commenti

immagine del profilo

V8-Bierturbo@V8-Bierturbo

3Mes

$HIMS will be back at >€60 in the next few days

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@Aktienhauptmeister

3Mes·

And Next...

Let's continue with the quarterly figures😬

among others

$NVDA (+0,93%)
$HIMS (+0,53%)
$HD (-1,71%)
$LOW (-2,36%)
$CRM (-2,09%)
$SNOW (+0,44%)
$VST (+4,76%)
$TMDX (-2,28%)
$O (-1,14%)
$STLAM (-4,61%)
$AXON (+0,15%)
$KDP (-2,12%)
$DOM (-1,28%)
$INTU (+0,24%)
$ZETA (-3,02%)

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5 Commenti

immagine del profilo

Caynify@Caynify

3Mes

$HIMS will drop good numbers but the outlook will be bad after the FDA news

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4Mes·

My Update

TTWROR: 60.5%

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2 Commenti

immagine del profilo

Natan Cornaggia@Natancornaggia

3Mes

Grande 💪

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Mostra la risposta

4Mes·

Welcome back

I have decided to re-enter the market with one position and $NU (-1,98%) and reduce it slightly ✌️

Too many transplants on The Good Doctor (Netflix), that must be a signal 😁.

21.01

Transmedics Grp

Acquistato x28 a 53,52 €

1498,56 €

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33 Commenti

immagine del profilo

Memo0606@Memo0606

4Mes

bought exactly right 👊🏻
do you think it would make sense to buy more ? am down 10%

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4Mes·

TransMedics 14% decline

TransMedics fell 14% today and is now approaching its worst fall ever 🧐

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immagine del profilo

The W.@thewolfofallstreetz

4Mes

Brutal, especially the short time in which the drawdown occurs.

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4Mes·

Reply to Short Report

TransMedics strongly rejects Scorpion Capital's short-seller report as unfounded and misleading. It emphasizes the role of the company's OCS technology in over 7,000 transplants and improved clinical outcomes - while focusing on next-generation product launches and strategic growth in 2025.

https://finance.yahoo.com/news/transmedics-responds-inaccurate-misleading-claims-120000397.html?guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAH0wLD8u_IbrrDs2isGTqHmcRhh1Y4Iy6RTZPTVrLMpCzec4WyXOeEkWlXV8cQ7tZTfG3hyE8sH7C8CXl2umFqaMxh_XRfguA0BS8_BBuXl6HtnXpIrG-Sn9Ws2cwPF4t-pvefw7ewOHhAvc43ZYcS_LUvnE5rk0NgYdA4C6jBZu

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7 Commenti

immagine del profilo

Chris@1Chrischi1

4Mes

I'm also out for now, but will probably get back in once the dust has settled on the matter

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4Mes·

Sale TransMedics Group

After careful consideration, I have decided to sell the small share $TMDX (-2,28%) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (+1,92%) / $NU (-1,98%) / $IREN (+2,16%) to be able to make additional purchases.

Not that I necessarily believe in the correctness of the short report, but this situation makes it the easiest decision to liquidate my position.

13.01

Transmedics Grp

Venduto x34 a 62,86 €

2137,24 €

3,57%

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11 Commenti

immagine del profilo

Memo0606@Memo0606

4Mes

oh what a pity
I am waiting for the reaction of the company

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