Fair Value

Fair Value

$0.00

Entry Price

$0.00

Transmedics

Transmedics

TMDX

TMDX

Healthcare

Redefining organ conservation standards with hardware capable of preserving organs as if they were still inside a body (heart pumping, lungs breathing, liver producing). Their hardware is paired with logistic and clinical services, offering an end-to-end transplant solution around the world. I closed the position as the stock is losing its W50 and key higher lows while having large tailwinds and very positive fundamentals news, which could indicates troubles we haven't heard about yet.

We rode this name from $80 in April 2025 following a clean W50 breakout on large volume, delivering 48.75% returns vs. 23.88% for the S&P 500, an alpha of 24.87% over 11 months.

Returns

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Status

Sold

Status

Sold

Returns

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Buying Target

Buying Target

$0.00

Fair value

$0.00

Entry Price

$0.00