TransMedics Group, Inc.Pembelian
12/5/24 - $tmdx - I'm back... buying sub $70
12/5/24 :: VROCKSTAR :: TMDX
I'm back... buying sub $70
- check out last post when i opportunistically bot this thing
- some Q's on last call ppl pointing out about "seasonality" being a bit sus. interesting. yeah CEO did act a bit defensive and i don't have context or know the chad
- but growth remains solid, PE a bit high but for that growth (if just a blip) is a good oppty. they're nicely positioned here.
- i like the idea of buying shares (which i've now done/ not options) and any retrace back toward low 70s i'm selling the dec 19 2025 calls probably at the 65 or 70 strike to "capture" a 30% yield bc i think in worst case downside here is to the 50s and that premium more than accounts for that lower basis
- what do u think? ride r die crew
V
TMDXI'm back... buying sub $70
- check out last post when i opportunistically bot this thing
- some Q's on last call ppl pointing out about "seasonality" being a bit sus. interesting. yeah CEO did act a bit defensive and i don't have context or know the chad
- but growth remains solid, PE a bit high but for that growth (if just a blip) is a good oppty. they're nicely positioned here.
- i like the idea of buying shares (which i've now done/ not options) and any retrace back toward low 70s i'm selling the dec 19 2025 calls probably at the 65 or 70 strike to "capture" a 30% yield bc i think in worst case downside here is to the 50s and that premium more than accounts for that lower basis
- what do u think? ride r die crew
V
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