Logical Thesis @LogicalThesis
80% Buy & Hold - 20% Swing Trader. SMID Caps. Market Commentary. Data Scientist. Tweets are my opinion & not financial advice. 🇦🇲 whop.com/stocktalk Joined June 2015-
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Many on fintwit agree with consensus/search for advice. For alpha, you must do the work. Common to see TA PTs or misunderstandings of the business. Consider fundamentals. To be a good stock picker, you have to be a good business analyst. A strong thesis combines TA & FA.
Stock-picking is extremely hard. It requires exhaustive analysis & observation. Our team does that work for you. We identify the best catalysts, charts, news & options flow, all under one roof. The best part? It costs just $2 a day. Read our reviews at whop.com/stocktalk
$TMDX mgmt smart af. Raised $400M in 2028 senior notes with 1.5% interest and $94 strike price looool. With FFR at 5.5% and stock now at $42. People complaining about their aviation acq ?? The 8 planes they purchased cost ~$104M. Still looking for exact terms on aviation co acq
$TMDX now 3X since this post 6mo ago
$TMDX $96.9M revenue +133% YoY $12.2M net income! Where are all the haters who said this company will never earn a profit? Aviation will destroy their margins. WHERE ARE YOU NOW They can GROW PROFITABLY Bears r ded
I'm 3/3 on earnings today! $TMDX +8% and above $100! This is my largest position LFG $LC +7% $AMZN +4%
We're ~3 days away from the $COIN Q1 earnings call And w/April coming to a close, we now have enough data to get a better read on how @coinbase might guide for Q2 Let's dig in 🧵
These $HSY calls are already up +37% since yesterday🤯 and I got plenty of time. I alert all my trades in real time to our community of members. Join the winning team and use my code 'LOGIC' for 10% off Whop.com/stocktalk
$SPY -2.5% drawdown since 3/27 $TMDX +31% since My largest position, ER tomorrow🔐 Stock pickers market
Another reason to be bullish $COIN and crypto: $COIN is installing features to streamline transacting on-chain. This adds liquidity to the ecosystem, and I assume $COIN is collecting fees along the way. Price is driving sentiment. People ignore fundamentals.
Another reason to be bullish $COIN and crypto: $COIN is installing features to streamline transacting on-chain. This adds liquidity to the ecosystem, and I assume $COIN is collecting fees along the way. Price is driving sentiment. People ignore fundamentals.
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Point still stands
Markets came into the year expecting 6+ cuts & now there is none priced in with elections just two quarters away / Fed still choosing to support growth over inflation & having the urge to cut given the rising cost of govt. debt / Yellen doing Yellen things… markets love to swing…
Additionally to the short puts , bought a sizable position and got long bonds today. Will go overweight if bonds dip a bit more further. There’s starting to be some real cautionary signs about the economy out there and there is some extreme tail here imo.
I also think most of the hawkishness is priced in, and again, if there is a further dip, plan to go overweight here on An already sizable position.
Everyone knows powell will be hawkish so do u really wanna be short bonds here?
One of the names included within the write up posted big earnings today. Originally got long TREE in mid-January but reiterated it as a long in this write-up. Nice to see the turnaround / re-rate story continue to play out. Think there’s bigger tailwinds ahead for the name and…
@SixSigmaCapital @LogicalThesis @RahulSetty_ @AlphaBetaAnil I and @ZoroSGInvesting chatted a while back on $TMDX. Post the earnings its a 3.5 bagger for me.
It’s just a little monthly pivot retest what are yall freaking out for? $btc
$TMDX Spiffy Pop AH - original stake/cost basis goes back to $13 in 2020. Have trimmed & added at various points along the way - mostly long for the long haul, though! #spiffypop
@LogicalThesis Absolutely 10000% spot on. Why use one or the other? Use both.
@LogicalThesis We eat well tonight 🍽️
@SixSigmaCapital @LogicalThesis @RahulSetty_ Now trading at triple digits! $TMDX! It’s a monopoly business! Should be valued much higher!
@LogicalThesis I would also add, changing the “standard of care” for the procurement and safe delivery of DBD & DCD heart, lungs and liver. #savinglives
@StockSavvyShay @LogicalThesis 🤣 The question is who acquires $TMDX and at what price? Congratulations to all the longs as the shorts run for cover.
@LogicalThesis I yelled real loud at the airport today when I was $TMDX print 😅
@LogicalThesis @ZaStocks No dot plot tmrw, next one in June. I think he will give it away during the presser anyways. We shall find out.
@LogicalThesis @ZaStocks Market expectation is one 25 bps and I think the market is out hawking the Fed with oil now flat to down since early March. Unless he talks about a hike or hints at no cuts, what’s left to price in ?
I didn’t realize until just now that $TMDX has a 19.2% short interest. We could definitely see a short squeeze in the next few days. Those shorts better start covering because I think $TMDX does $450-475M in revenues this year which means the stock is going to $150-200 by…
$TMDX is my largest position so I'm a very happy investor tonight. They just reported Q1 earnings and crushed it... investors.transmedics.com/news-releases/… Q1 revenues of $96.9M (up +133% YoY) vs estimates of $81.1M Q1 net income of $12M vs estimates of $0.4M Q1 net income margins of 12.5% vs…
@Sean_khatibi @LogicalThesis Yep agreed doesn’t matter how good the earnings are if your stock is up big going into the print you’re probably getting sent down. Only tech name I’ve seen that had a positive reaction and held is $SNAP which was beat down.
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