Dec 10, 2023·edited Dec 11, 2023Liked by TheStockNovice
Thanks for the feedback. The sample size was very small if you look at the glassdoor reviews over the past few years, so not exactly scientific. I don't obsess over glassdoor or indeed reviews or ratings but I like to look at it as a data point just to make sure it is not a red flag. As a Motley Fool and Phil Fisher acolyte, employee relations is always something that is in the back of my mind. Anyways, I just opened up a 2% starter position in TMDX. I like the MOAT, mission, and execution. I've watched from the sidelines for a while but the execution is impressive. Another question. What is your opinion of Jonah Lupton, if any? I've read a few of his articles on seeking alpha and recently subscribed to the free previews of his newsletter.
I am doing due diligence on transmedics and noticed poor glassdoor ratings, only 52% approved of the CEO and only 41% would recommend to a friend. Overall 2.7 stars. What is your opinion of employee relations and management?
Wow, you really could almost buy them outright now! I honestly don’t see anything else other than profit taking and am holding off on making a position until I see selling subside sufficiently.
Your thesis on TMDX has been interesting and has slowly converted my thinking on its prospects.
Congrats on the comeback month which always feels good after a rough month! I was wondering about CELH too as it seems like the only catalyst to the selling I can find is from profit taking after the stock split. Any thoughts or insights?
Thanks for the feedback. The sample size was very small if you look at the glassdoor reviews over the past few years, so not exactly scientific. I don't obsess over glassdoor or indeed reviews or ratings but I like to look at it as a data point just to make sure it is not a red flag. As a Motley Fool and Phil Fisher acolyte, employee relations is always something that is in the back of my mind. Anyways, I just opened up a 2% starter position in TMDX. I like the MOAT, mission, and execution. I've watched from the sidelines for a while but the execution is impressive. Another question. What is your opinion of Jonah Lupton, if any? I've read a few of his articles on seeking alpha and recently subscribed to the free previews of his newsletter.
I am doing due diligence on transmedics and noticed poor glassdoor ratings, only 52% approved of the CEO and only 41% would recommend to a friend. Overall 2.7 stars. What is your opinion of employee relations and management?
Wow, you really could almost buy them outright now! I honestly don’t see anything else other than profit taking and am holding off on making a position until I see selling subside sufficiently.
Your thesis on TMDX has been interesting and has slowly converted my thinking on its prospects.
Congrats on the comeback month which always feels good after a rough month! I was wondering about CELH too as it seems like the only catalyst to the selling I can find is from profit taking after the stock split. Any thoughts or insights?
Congrats and best wishes for the Holidays to you and your loved ones.
Any thoughts on what is going on with CELH post-earnings? Why is the stock not getting any love if the report was so good?
Cheers!