Offshore
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EndGame Macro
Play the Game That Fits Your Life
In moments like this, people get pulled in a hundred different directions. Every influencer, every chart guy, every this is the moment account is shouting their version of reality. But none of those people live your life. None of them carry your responsibilities. None of them pay your bills or take care of your family.
So the focus has to shift from what the market wants from you to what actually makes sense for you.
Some people really can stomach heavy volatility. They have stable income, low debt, long time horizons, and enough cushion to absorb a bad year or two without it changing their day to day life. For them, a drawdown is annoying, not dangerous.
But others aren’t in that position, and that’s where trouble creeps in. When someone’s stretched thin and hoping that one speculative position is going to fix everything, it’s easy to override common sense and cling to whatever narrative feels comforting. That’s when risk turns into stress, and stress turns into damage.
The question everyone should be asking right now is incredibly simple…If this went to zero tomorrow, would I still be okay? Would the people who depend on me still be okay?
If your answer is yes, that’s great. You’re playing with capital that can survive a beating. If your answer even hesitates, your gut is already telling you the truth your mind doesn’t want to say out loud.
Markets don’t care about our hopes. They don’t reward bravery. They reward discipline, patience, and not putting yourself in a position where one bad week can wreck your real life.
This isn’t financial advice, just some perspective from someone who’s seen what happens when people ignore their own instincts in moments like this.
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Play the Game That Fits Your Life
In moments like this, people get pulled in a hundred different directions. Every influencer, every chart guy, every this is the moment account is shouting their version of reality. But none of those people live your life. None of them carry your responsibilities. None of them pay your bills or take care of your family.
So the focus has to shift from what the market wants from you to what actually makes sense for you.
Some people really can stomach heavy volatility. They have stable income, low debt, long time horizons, and enough cushion to absorb a bad year or two without it changing their day to day life. For them, a drawdown is annoying, not dangerous.
But others aren’t in that position, and that’s where trouble creeps in. When someone’s stretched thin and hoping that one speculative position is going to fix everything, it’s easy to override common sense and cling to whatever narrative feels comforting. That’s when risk turns into stress, and stress turns into damage.
The question everyone should be asking right now is incredibly simple…If this went to zero tomorrow, would I still be okay? Would the people who depend on me still be okay?
If your answer is yes, that’s great. You’re playing with capital that can survive a beating. If your answer even hesitates, your gut is already telling you the truth your mind doesn’t want to say out loud.
Markets don’t care about our hopes. They don’t reward bravery. They reward discipline, patience, and not putting yourself in a position where one bad week can wreck your real life.
This isn’t financial advice, just some perspective from someone who’s seen what happens when people ignore their own instincts in moments like this.
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Offshore
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WealthyReadings
RT @WealthyReadings: Dropped my $TMDX valuation model to subs. Still a buy after its 30% rally?
We're going over the numbers & the growth verticals.
🔹U.S. market & next-gen OCS
🔹European expansion
🔹Kidney OCS
🔹& more
Concluding on my investing plan for my biggest position. Link's in bio. https://t.co/YxwkzEjQKg
tweet
RT @WealthyReadings: Dropped my $TMDX valuation model to subs. Still a buy after its 30% rally?
We're going over the numbers & the growth verticals.
🔹U.S. market & next-gen OCS
🔹European expansion
🔹Kidney OCS
🔹& more
Concluding on my investing plan for my biggest position. Link's in bio. https://t.co/YxwkzEjQKg
tweet
Offshore
Photo
WealthyReadings
RT @WealthyReadings: $TMDX above $150 means $TMDX above $180.
tweet
RT @WealthyReadings: $TMDX above $150 means $TMDX above $180.
🚨 $TMDX is dirt cheap, and I don’t say that often.
Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.
Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇
Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day
As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.
This comes after just 43 days, with 49 days left in the quarter.
At the current pace of 25.3 flights per day, they’re on track for.
≈ 2,330 flights total in Q4
≈ $159M in revenue
That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.
And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.
So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.
That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.
All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.
🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales
You'll find everything you need to build your convictions just below 👇 tweet