The #1 Small-Cap Growth Stock EXPLODING Higher in My Portfolio

[@Amoory851]

Brian, please make a video on atlassian TEAM

[@sglenn6]

Brian, I see the gap to $100. Think I could get filled as low as $100? Thanks for the video!

[@TheChinaPlay]

"Long-Term Mindset"??? From one Brian to another, you guys need to utilize the two Brians. Something like Long-Term Investing with Brian & Brian. You can do better but the two Bs will help you be memorable, just a suggestion. I sold Transmedics at a tax loss last year, never bought back. From the chart, it looks like its performance over the nasdaq came all in a day. Not sure if I'd want to get back on that rollercoster. I much rather ride a similar ride but one I believe in more like CRWD, or DKNG, or PTLR, or CELH, ie. nothing i would want to sell to buy Transmedics.

[@chatty9573]

You put this company on my radar 3-6 months ago when I decided to start a position. Never would have heard of them otherwise thanks Brian!

[@limebear4826]

I would relook at hims. Weight loss is getting huge, growing fast, gaap profitable and cheap (even on p/e forward)

[@fabio2634]

I bought transmedics stocks a while ago after seeing your video (and researching a bit, of course), so thanks mate!!

[@ConorValue]

I bought this stock when you first mentioned it. Thank you!

[@neels1814]

Can you please make a video on CORT? They also about 3 bn company with 600M+ revenue and excellent pipeline

[@mattinterweb]

Thanks for the breakdown. Would have been great to have gotten your take on the valuation.

[@Jens640]

I don't know where to put this question. I saw that in the past there where member only polls to determine which content will be provided. Are those polls still a thing? If not what is the benefit of becoming a member?

[@robertbehrend8379]

Brian² would have been my favorite pick for the rebranding! Love your content Brian. Keep us updated on TransMedics.

[@SKY_EATS_PLANE]

I just bought this one for my portfolio last week. Nice to see you own as well. Interesting conpany

[@jozeftengeri6197]

So is expensive now?

[@faw1998ss]

Brian, you paid attention to glassdoor. Are you concerned comments over there?

[@sheanathan3566]

Wow, 7% dilution Thanks for the analysis

[@InvestingEducation]

does it have any moat?

[@alexmoreno78]

Do you see any risk of the company being involved in an organ trafficking situation and if yes, would that be considered a high risk?

[@CallmeMasta]

It's in my portfolio too.. Thank you Brian ❤

[@hawtwax]

What happened to Semler Scientific SMLR. I thought you liked it?

[@BrianFeroldiYT]

Growth has slowed to a crawl! It's been a frustrated holding.

[@marlinsandliniii4048]

What do you think of the current valuation?

[@Jens640]

That would be interesting for me too

[@DvirShalom9]

Amazing company! I wish I heard about her earlier

[@bsmba1347]

it's time to sell TMDX, wait for a pull back and get back in

[@Jens640]

How often has that strategy worked for you? Personally I have stopped doing that because 2 out of three times it has been a bad move...

[@Messimaster972]

hmmm no valuation this time is a bit curious?

[@stoffelbrian]

Using a TAM/SAM, the most important thing I need to know if the number of transplants, that's released annually, so it's tough to do. I do, however, think TMDX will hit 10,000 long before the stated goal of 2028

[@utkarshraj3399]

What do you think of XVIVO perfusion from sweden?

[@stoffelbrian]

Don't know specifics of competition, but lack of aviation makes it a tougher sell to hospitals

[@utkarshraj3399]

@@stoffelbrian they are operating globally and recently done first ever in medical history heart transportation over Atlantic ocean. I didn't get you when you say "lack of aviation"

[@stoffelbrian]

@@utkarshraj3399 Was it on an XVIVO-owned plane?

[@lalalooao]

Own aviation is not necessary if the machine perfusion system is better at preserving organs and you can use commercial flights. Organ tranfers becomes cheaper for hospital+ no need to do night time surgieries. I wouldn't count own aviation as longterm deep moat

[@stoffelbrian]

@@lalalooao We'll have to disagree on that. While a trip across the Atlantic is impressive, each one of these organs is kept alive for a comparatively small amount of time. If the right plane and pilot aren't ready at a moment's notice, it can mean life/death. The lack of aviation is the MAJOR bottleneck and cause of lost organs for TMDX. While I understand the competition could widen that window, I still think a company with the entire infrastructure built has a lasting advantage

[@azulsimmons1040]

That stock has really paid off for you.

[@mikeko2792]

PLTR

[@sirus312]

TMDX was the sleeper pick. Only the savvy who took time to research the market got in this name. Still going above 150 but does it get bought out now is the question?

[@trevorm9551]

What happens when it (a stock) gets bought out? For the share holder

[@stoffelbrian]

@@trevorm9551 They get paid whatever the buyout price is -- either in cash or shares of the acquirer

[@rtorcato]

lots of short interest on this stock