$16. stock you should buy now, from Tilson
by orvillew | July 10, 2020 9:45 am
Anyone know the $16 stock that will revolutionize organ transplants as teased to see some newsletter, Prof Litman, Altimetry, I am being pitched by Tilson and Standsberry
Source URL: https://www.stockgumshoe.com/2020/07/microblog-16-stock-you-should-buy-now-from-tilson-2/
Seems I posted this three times, So Sorry
Just did a quick google search, no actual analysis. But my guess would be TMDX? Anybody care to verify?
There even was some increased trading volume this morning with the newsletter release.
Thanks for your input
I, too, watched Prof. Joel Litman’s (Microcap Confidential)video in collaboration with Stansberry a couple of nights ago. The only clues Litman gave were that the stock is in the healthcare sector and in the $16 range. If Whitney Tilson is pitching the same stock, it helps that he narrowed it down to organ transplants and TMDX fits in well with these limited clues.
Litman showed a simple graph comparing the stock’s REPORTED Return on Assets (ROA) vs the “TRUE” ROA of the stock had the company not used the unreliable GAAP accounting method. However, the bar graph showed a Reported ROA of about 2% sometime in 2019 versus a true ROA of 25% but my research for TMDX shows ROA of minus 52.33%. So now I’m wondering if this video is old, or if the numbers have changed that much, or if we’re looking at the right stock.
There’s also another stock with symbol SIBN in the same niche and price range. It has a narrower scope, providing implants for lower back joints, while TMDX covers transplants for the heart, lungs and liver. I’m running into the same research problem, though, with SIBN’s ROA being minus 27.90% instead of the plus 2% showing in Litman’s graph.
Maybe someone else can take it from here?
Would love to know this as well, I tried the usual search methods but came up empty.
Still no clarity on this? Can anyone pin it down?
I actually think it might be Mylan (MYL). Mylan has a generic organ transplant drug. If you search “Joel Litman’s Long Convictions List” it will pull up a document from 2017 in which he outlines his most bullish bets, and one of them is Mylan.
That makes no sense cause Joel says a target price of 16.00 which is what TMDX was currently at when the news was released.