Hello everyone! Today i want to share some trading ideas with you!1. $TransMedics Group, Inc.(TMDX)$ AT 100X PE IS NOT EXPENSIVEHERE'S WHY🧵:1) If you believe in CEO execution Transmedics could achieve 10k transplants by 2028 and 20-30k by 2033.Image2) You can convert these numbers in approximately $1.2B and $2.5B of revenue.I assumed a ~2x and not more because kidney procedures will cost less than the other organs ones.3) So, we can assume:• $2.5B revenue in 2033 • 24% profit margin • 30x PE multple: Below medtech mature leaders with good growth profiles (ISRG, EW, BSX)4) The result is $600M of net income by 2033 and a possible $18B market cap.Considering the actual market cap at 4.5B the stock can 4X in ~9 years delivering a 17% CAGR return.5) Si

Natan YTD: -17.2% S&P500 YTD: +10.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +84.8% *Benchmark: +46.4% S&P500: +68.3% MY POSITIONS: 19.5% | $TransMedics Group, Inc.(TMDX)$ 15.5% | $Robinhood(HOOD)$ 14.8% | $PDD Holdings Inc(PDD)$ 11.3% | $Meta Platforms, Inc.(META)$ 9.5% | $PROCEPT BioRobotics(PRCT)$ 7.7% |$Alibaba(BABA)$ 6.3% | $WIZZ AIR(WIZZ.UK)$ 5.7% |

Congrats to $Moderna, Inc.(MRNA)$ for delivering P3 results for the cancer vaccine 🧬 Even though I'm no longer a shareholder, I'm genuinely happy to see the trial succeed. That said, the price reaction makes no sense to me. A Phase 3 win was fairly likely given the clear efficacy shown in Phase 2. Now the real challenge is scaling this personalized therapy into a $10B+ franchise to justify a $40B valuation (50/50 split with Merck). At the end of the day, between $25 and $100 basically nothing has changed. If anything, CMV failed and Norovirus is at risk. We'll see how it plays out, but looking back, I'd make the same call to sell and redeploy into better opportunities. Then again, watching how the market's been behaving lately, som

MY PORTFOLIO 5Y PRICE TARGET: $348 - 3.1x | $TransMedics Group, Inc.(TMDX)$ $351 - 3.6x |$PDD Holdings Inc(PDD)$ $223 - 2.6x | $Robinhood(HOOD)$ $1628 - 2.4x | $Meta Platforms, Inc.(META)$ $298 - 2.2x | $Alibaba(BABA)$ $148 - 2.9x | $PayPal(PYPL)$ $87 - 3.6x| $PROCEPT BioRobotics(PRCT)$ £2950 - 3.4x | $WIZZ AIR(WIZZ.UK)$ $88

CALL ME CRAZY BUT IN MY VIEW $Meta Platforms, Inc.(META)$ FAIR VALUE IS 2X THE CURRENT PRICE 😅 PRICE TARGET: $1230 POTENTIAL UPSIDE: +122% ✅ ASSUMPTIONS: LTM Revenue: $228.247B 5Y Revenue CAGR: 15% 2031 Profit Margin: 37% 2031 PE Ratio: 26 Shares outstanding: 2.566B Shares reduction: 1%/year VALUATION: Q2 2031 $Meta Platforms, Inc.(META)$ Share Price =228.247 * (1.15)^5 * 0.37 * 26 /[2.566 * (0.99)^5] = 1810$ You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $555 FAIR VALUE: $1124 1Y PRICE TARGET: $1230 POTENTIAL UPSIDE: +122% EXPECTED RETURNS: 26.7%/year DIVIDEND YIELD: 0.4% Do you own

𝙋𝙊𝙍𝙏𝙁𝙊𝙇𝙄𝙊 𝙐𝙋𝘿𝘼𝙏𝙀 Natan YTD: -17.9% S&P500 YTD: +9.2% TOTAL RETURNS (Jan 2022) Natan's portfolio: +83.2% *Benchmark: +43.5% S&P500: +66.0% MY POSITIONS: 19.4% | $TransMedics Group, Inc.(TMDX)$ 16.7% | $PDD Holdings Inc(PDD)$ 12.2% | $Robinhood(HOOD)$ 11.0% | $Meta Platforms, Inc.(META)$ 9.8% | $PROCEPT BioRobotics(PRCT)$ 8.1% | $Alibaba(BABA)$ 7.3% | $PayPal(PYPL)$ 5.9% |

Tell me if you agree or not 👇1) $PDD Holdings Inc(PDD)$ ~$173Potential upside: +44%2) $TransMedics Group, Inc.(TMDX)$ ~$174Potential upside: +51%3) $Alibaba(BABA)$ ~$169Potential upside: +21%4) $Robinhood(HOOD)$ ~$87Potential upside: -14%5) $UnitedHealth(UNH)$ ~$364Potential upside: +17% 6) $PayPal(PYPL)$ ~$107Potential upside: +53%7) $Regeneron Pharmaceuticals(REGN)$ ~$786Potential upside: +35% 8) $Meta Platforms, Inc.(META)$ ~$926Potential upside: +25%

$Meta Platforms, Inc.(META)$ IS THE CHEAPEST BIG TECH!PRICE TARGET: $1025POTENTIAL UPSIDE: +60% ✅"Q3 revenue up 26% was impressive. Margin decline from heavy investments may weigh short term, but I remain very bullish long term"ASSUMPTIONS:LTM Revenue: $189.458B5Y Revenue CAGR: 13%2030 Profit Margin: 39%2030 PE Ratio: 27Shares outstanding: 2.572BShares reduction: 1%/year VALUATION:Q3 2030 $META Share Price =189.458 * (1.13)^5 * 0.39 * 27 /[2.572 * (0.99)^5] = 1503$You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $640FAIR VALUE: $9331Y PRICE TARGET: $1025POTENTIAL UPSIDE: +60%EXPECTED RETURNS: 18.6%/yearDIVIDEND YIELD: 0.3%For SG users only, Welcome to open a CBA today and enjoy access to a trading lim