Another earnings banger! $RDDT After this move $18.4B mcap, $1.7B cash, $16.7B EV $350M revenue in Q3, $1.4B annualized 90% GM, $1.26B GP Trades at 13x GP $280M annualized FCF, 60x FCF For a company that just accelerated top line growth from +50% in Q2 to +68% in Q3. And a world

$TMDX sentiment At 150+: this is a revolutionary company! At 120: omg this is waaaay too cheap At 80: this is a garbage company losing market share Funny how that works.

All in a matter of two months😂

$RDDT casually put up a rule of 88 on this report👀

10/30/24 Portfolio Update (+44.4% YTD vs $SPY +22.7%) Long Term Core Holdings (79%) $TMDX 12.1% $AMZN 7.7% $EVO 6.3% $RDDT 6.1% $DCTH 6.1% $MELI 5.4% $GENK 4.9% $SNDA 4.9% $CLPT 4.8% $SNOW 4.7% $CREX 4.4% $AEP.V 3.6% $CPNG 3.5% $PSNL 2.8% $GRAB 2.2% $TMDX Sold Put -0.5%

I'm beginning to collect $TMDX receipts If you're talking smack at the lows You will hear from me within the next 12mo

What's the next $ROOT $NRDS? $TREE me thinks They grew insurance segment revenue by +109% in Q2 They trade at a ~7x adj ebitda and that's while both personal and home lending segments were down ~30% YoY Earnings AH.

If your investment depends on who is in office, your investment sucks

$SPY -1.6% $TMDX green Let the games begin.

3 day rule indeed

Insane results from $TREE!!!! 68% revenue growth! 210% Insurance growth! WOW.

x.com/logicalthesis/…

$TREE Q2 revenue +15% Accelerated in Q3 to +68% Insurance segment in Q2 +109% Accelerated to +210% in Q3 Is insurance revenue sustainable? Mgmt said not this level of growth - but expect it to continue growing. They also noted that margins troughed and tick up from here. Personal

I've been saying it for a while but the clear theme this earnings season is smid caps are where it's at. They're coming into the print with favorable valuations and knocking it out of the park. The growth was expected. Lower interest rates help, especially the cyclicals.

Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise - Peter Lynch $TREE

Everyone on here acts like they're going to nail every entry with 200% IRR If this is your mentality you will likely underperform and end up bitter Be realistic. The sane people on here are looking for 12-15% IRR bc that is big time outperformance vs $SPY on avg

I think the issue with all the "big winners" we see on here is: No chance these people take it in size And if they do, they probably don't realize the risk they're taking on. People think stocks are gambling. That's an issue

Discussing my largest holding in the Portfolio today as well as other names. $AMZN $TMDX $NET $RDFN Live with Shay Boloor Logical Thesis x.com/i/spaces/1nAKE…

Can anyone tell me how to track $TMDX flight data? Ty in advance

$TMDX finished green for the second day😘