The market originally thought TransMedics Group #TMDX would deliver a great financial report, but unexpectedly management gave a surprise gift package: they decided to sacrifice short-term profits to increase their R&D and logistics network. They want to become the Amazon of organ transplantation.
This path is very expensive. While Wall Street is still focused on EPS decline and revenue miss, I can only say they are very brave; they want to build their strong moat at this time.
In this article, I will show you some aspects of the #TMDX financial report that the market may have overlooked. Finally, as investors, we need to consider whether we should use our hard-earned money to support them.