My most recent Substack stock writeup is now available to everyone including the free subscribers which should be getting email any minute jonahlupton.substack.com/p/tmdx-transme…

The company is $TMDX and I'm extremely bullish on this company. I've been buying shares every day this week.
$TMDX has created an incredible machine that mimics the human body which keeps organs alive and functioning during transport. $TMDX already has FDA approval for their OCS Lungs machine and we believe FDA approval for OCS Heart could be coming soon.
Current method of transporting organs is inside a picnic cooler on ice -- I'm not joking.

This archaic form of transport guarantees the organs start dying immediately which is why only 30% of them are usable by the time they get to the recipient w/ much higher rejection rate.
$TDMX will double or triple size of the organ donor market by opening up circulatory death rather than just brain death and taking down distance barriers.

With the picnic cooler you have 3-4 hours max from donor body to recipient body but with $TMDX units you have 12+ hours.
I encourage everyone to watch this video from a couple years ago when this new technology was dubbed "heart in a box" bbc.co.uk/programmes/p06…
Not only do I look for companies that have explosive growth potential and a strong likelihood of going 5x in 5 years but they are also making the world a better place. $TMDX checks all these boxes.
Imagine your loved one was in their final days and needed an organ transplant and a match was found but they were too far away or you found out they were going to transport that organ in a plastic bag in a picnic cooler.

How would you feel knowing that $TMDX was available?
$TMDX will not just increase the supply side of the market and eliminate distance/travel restrictions but they increase the usability of an organ upon arrival to 80% with a much lower rejection rate after transplant.
Right now $TMDX will own this market. Today the market cap is under $900 million and I could easily see this being a $10 billion company in 5-6 years because the opportunities for growth go way beyond US borders.
If you're looking for an amazing company to invest in with strong fundamentals & enormous upside potential I encourage you to look at $TMDX. I expect everyone to do their own due diligence & understand the risks by I'm very bullish on $TMDX and currently have a 5.5% position.

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More from @JonahLupton

11 Feb
People ask me about my investment strategy so I'll try to sum it up in a short thread. Here's what I look for:

1) small/mid cap stocks under $10B market cap
2) at least 30% revenue growth
3) potential of 50% upside within 12 months
4) potential of 5x returns within 5 years
I'm less concerned about valuation on small/mid cap growth stocks if I believe they can sustain 50-100% revenue growth for 3+ years. If they can do this then they'll grow way past any valuation concerns. I love multiple expansion stories.
I look at SPAC investing as an opportunity for investors like me to play the role of late stage VC and invest in high-growth disruptive companies while growth is still in the early innings. Just a couple years ago these companies would've been raising D and E funding rounds.
Read 7 tweets
8 Feb
Portfolio update: docs.google.com/spreadsheets/d…

- monster day for $CVLB $MWK
- excellent day for $STPK
- great day for $PRCH $FUTU
- good day for $GRWG $DRIO $CLPT $LPRO $OZON $ZYXI $APPH

Day: +6.6%
YTD: +100.62% Image
- started a new position today in my next Substack stock which goes out tomorrow for all the paid subscribers: jonahlupton.substack.com/subscribe
I really love this company and think it will be a real gamechanger. The stock was up 10% today so I had second thoughts about putting them into the newsletter but if I'm right and it's a 10-bagger over the next 5 years then paying a little higher entry price won't matter
Read 4 tweets
8 Feb
We're looking pretty good today on $MWK $DMTK and $PRCH -- who else is making money on these?

Don't miss my next stock writeup which should be out tomorrow morning although please don't DM me and ask me when it's coming. It will go out when it's ready.

jonahlupton.substack.com/subscribe
For the record, I have no plans to trade $MWK $DMTK or $PRCH anytime soon. I still believe these companies have enormous upside. I think $MWK is a $100 stock by the end of 2022 and I think $DMTK is a 10 bagger over the next 3-4 years.

I AM NOT SELLING!!!!!!!!!!!!!!!!!!!!!!!
When you find companies that you believe can be 10 baggers over the next 5 years... you don't trim them... you don't wait for big pullbacks.... you don't try to time the price perfectly... you just keep adding to them every month and on every dip. YOU ACCUMULATE!!!!!!!!
Read 5 tweets
17 Dec 20
Halfway thru December, here’s my last update of 2020

My portfolio: 15.0%
Dow: 1.7%
Nasdaq: 3.8%
S&P: 2.2%
Russell: 7.3%

$TSLA
$SQ
$SE
$CRWD
$TDOC
$DOCU
$ROKU
$ETSY
$FVRR
$CELH
$FSLY
$FTCH
$SHOP
$FUTU
$SHOP
$PINS
$PTON
$GRWG
$OZON
$FUBO
$NET
$JMIA
$TTCF
$PLTR
$FEAC
$SSPK
$MP
$EH
There’s an error in my list... I obviously only own $SHOP once and I forgot to include $DKNG 🤦🏻‍♂️

This is what happens when I’ve been sitting in front of my computer for 12+ hours
I started 1% positions this morning in $ARKG after the recent 7% pullback, in $LSPD which provides an amazing POS system for several verticals and should be adding more this year and $STIC.U which just announced today they are taking @barkbox public via reverse merger.
Read 6 tweets
5 Dec 20
We’re living in the golden age of stock investing for several reasons:

1) There’s so much data & information available compared to 5-10 years ago

2) There’s an incredible number of innovative, disruptive companies to invest in

3) $0 commissions on most platforms

4)FinTwit
In my opinion If you’re looking to generate extraordinary returns you need to have a concentrated portfolio of stocks and sector/thematic ETFs.

This can be 15-35 holdings but after that you’re doing yourself a disservice.
Nobody ever talks about the negative impact that over-diversification can have on your portfolio returns.
Read 15 tweets
4 Dec 20
Apparently they are rumors starting to circulate that $CSCO is looking at $FSLY as a possible acquisition target. This deal would make a ton of sense for $CSCO and allow $FSLY to keep working with their big cloud hosting/infrastructure partners like AWS, Azure and GCP.
As a $FSLY shareholder I have mixed feelings because I think this could be a $250+ stock in 2-3 years.

$CSCO would need to pay at least $15B for $FSLY which puts the price tag at approx $130/share.

Not sure $CSCO is willing to pay 30x 2021 sales but we might find out soon.
As of the end of Q3 $CSCO had $30 billion of cash on their balance sheet and their market cap currently stands at $187 billion so doing this deal would be easy. My guess is a 60% cash and 40% stock deal makes the most sense.
Read 9 tweets

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