← Research hub  ·  securities

TMDX · TransMedics Group $87.50 +0.84 (+0.96%) 2026-SEP-18 12:47 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JAN-08 · Pieter Slegers · Compounding Quality (Substack) · Neutralmention · read ↗ · source page ↗$137.64

In short: #7 most-picked and the best performer on the list at +82.9%. Organ-transplant technology: "Instead of storing organs on ice, TransMedics devices keep them warm and working outside the body. This helps doctors better evaluate organs before surgery." The house label is applied without a valuation attached: "Revenue increased sharply. The company remained profitable despite higher costs from expansion. That's exactly what a high-quality compounder does."

SOD $137.64

Nothing matches this filter.

Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.