$TMDXBull claim
Asymmetric Investing by Travis HoiumANALYSTJun 29, 2026The claim
“TMDX is a high-growth medtech company with 38% revenue CAGR, expanding TAM with new devices, and trading at a reasonable 15x forward earnings, reminiscent of Intuitive Surgical's early days.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
at least in the past 3 years at 38% in compound annual basis. And over the past 5 years at over 80%.
15 times earnings. On a forward basis... Enterprise value to sales just 3.5.
Risk
this growth rate has just started to slow a little bit. I think that this is why the stock is starting to come down.
The structured call
Direction
Bullish
Catalyst
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Target
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The receipt
The claim is anchored to the moment it was said.