TransMedics Group, Inc.Giá lên
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
Thông báo miễn trừ trách nhiệm
Thông tin và ấn phẩm không có nghĩa là và không cấu thành, tài chính, đầu tư, kinh doanh, hoặc các loại lời khuyên hoặc khuyến nghị khác được cung cấp hoặc xác nhận bởi TradingView. Đọc thêm trong Điều khoản sử dụng.