I learn a lot from each of your monthly portfolio reports. Interesting commentary on TMDX. Buying and operating an airline is not for the faint of heart. They have their work cut out for them.
Also, I think you are now convincing me to take a closer look at CELH. I will run the numbers through my process to see if I am interested.
Thanks. I appreciate the comments. TMDX is by far my most interesting thesis. I know I am bucking the trend, but whatever pseudo-businessman sits inside me understands exactly what they are doing and why they are doing it. There's risk in the second half they've maxed out the system's transportation capacity, which will limit growth. However, there's also a chance the semi-monopoly they are creating for long-range transplants could basically corner a market with obvious upside. I like the odds enough to stick around at least until I hear what they have to say next quarter.
I learn a lot from each of your monthly portfolio reports. Interesting commentary on TMDX. Buying and operating an airline is not for the faint of heart. They have their work cut out for them.
Also, I think you are now convincing me to take a closer look at CELH. I will run the numbers through my process to see if I am interested.
Cheers!
Thanks. I appreciate the comments. TMDX is by far my most interesting thesis. I know I am bucking the trend, but whatever pseudo-businessman sits inside me understands exactly what they are doing and why they are doing it. There's risk in the second half they've maxed out the system's transportation capacity, which will limit growth. However, there's also a chance the semi-monopoly they are creating for long-range transplants could basically corner a market with obvious upside. I like the odds enough to stick around at least until I hear what they have to say next quarter.