I have mentioned this company before, and I’ll keep periodically bringing it up for you all to consider. There is a new article today on SA that does a perfect job of providing a summary of the current situation - link below.
Quote from the article - “Innovative companies that serve an unmet need, save lives, drive down costs, face little competition and are poised for strong profitability are rare.”
Another good quote - " the innovation of OCS is one of the few products or services for which everyone in the value chain benefits from its underlying success."
https://seekingalpha.com/article/4351992-transmedics-medical…
In addition, there is another aspect of the company that this article doesn’t really even get into that I think is a HUGE source of its disruptive potential. I will be posting a summary on that (hopefully) this weekend.
I know you guys are mostly SaaS / Tech focused - but I encourage yo to give this co a look. It’s currently my second largest position - after LVGO