Chris Coombs

Founder • Creator • Entrepreneur • Visionary @bosse_pickledom • @bosse_enoteca • Bosse Cafe • Bosse Sports Lounge • Co-Owner • Co-Founder @deuxave

[Chris Coombs @chefchriscoombs]

Nice little podcast
https://t.co/7wkDM9ZXrc

[Chris Coombs @chefchriscoombs]

https://t.co/ej82C7WO6J

[Chris Coombs @chefchriscoombs]

https://t.co/Y81qRhGok1

[Chris Coombs @chefchriscoombs]

New web site launched!https://t.co/Yvlf6rPDrE

[Chris Coombs @chefchriscoombs]

@jaytatum0 You will be back and better than ever before you know it! Heal up Champ!

[Jonah Lupton @JonahLupton]

It's going to be a monster day for $TMDX which is currently up +21% premarket but could be up 30-40% by end of day.

$TMDX posted blowout Q1 earnings last night... revenues up 48% YoY and 18% QoQ.

On top of that Q2 flights (which we track daily) are currently trending 17% above Q1 flight numbers so we could be looking at another blowout report in 3 months.

$TMDX also reported $0.70 in eps thanks to 17.9% net income margins. The eps number was 190% above street estimates.

To top it off, $TMDX raised full year 2025 revenue guidance from 22.5% (midpoint) to 30% (midpoint). I've owned $TMDX for 4+ years so I know how the CEO thinks about guidance. If they are raising guidance to 30% after Q1 earnings then it means they have at least 1-2 more raises coming before year end. This is why I think $TMDX does ~40% YoY revenue growth which puts the number at $615-620 million.

$TMDX came into Q1 earnings trading at 5.5x 2025 EV/sales. If you look across growth stocks and medtech stocks, that multiple is way too low for a company growing revenues at ~40% with ~18% net income margins and very little dilution.

I believe $TMDX should be trading at 8-10x NTM EV/sales based on current guidance, current Q2 flight data, 1-2 more guidance increases, OCS 2.0 in the pipeline, KidneyOCS in the pipeline and European expansion coming soon.

NTM revenues should be approx $645M, throw a 9x multiple (very reasonable) on that and you get fair value of $170 per share.

Now let's talk about the 28% short interest and what that might mean. I don't know if we see $TMDX short squeeze higher but it's the perfect setup... big revenue beat, big earnings big, big guidance raise, big gap up and big short interest with 10-12 days to cover.

This is not your typical short squeeze shitco where most investors don't care about the company and are willing to sell on a short term pop. I believe the average $TMDX investors cares about this company, wants to hold for the next 3-5 years and has no interest selling on a pop just so the shorts can cover. We know $TMDX is going to $200+ in the next 12 months and we're here for the ride.

April 2024, $TMDX gapped up +17% at open and closed up +24% on the day.

November 2023, $TMDX gapped up +42% and closed up +51% on the day.

Congrats to all the $TMDX shareholders, you earned this!!!!

[Chris Coombs @chefchriscoombs]

@JonahLupton @ScorpionFund Send them Ramen Noodles. 💪🏻💪🏻

[Jonah Lupton @JonahLupton]

After the last two days, RSI (relative strength index) on $SPX (S&P 500) is at 20.6 on the weekly chart and 19.4 on the daily chart.

20.6 on the weekly chart is the 3rd lowest reading in the past ~20 years.

The only lower RSI's over the past 20 years are the Covid lows (March 2020) and the GFC lows (Oct/Nov 2008).

After those $SPX bottoms, the index was up an average of 75% over the next 12 months. No joke. I almost didn't believe it myself, had to double check the charts.

While I certainly don't expect $SPX to be up 75% over the next 12 months, it's very possible we're getting close to a new bottom which means there will be some tremendous buying opportunities in the near future.

I'm confident these numbers are correct however if I'm mistaken feel free to say so.

[Bill Ackman @BillAckman]

Beginning in early January, we began acquiring a position in @Uber. Today, we own 30.3 million shares.

I have been a long-term customer and admirer of Uber beginning when Edward Norton showed me the app in its early days. I was also fortunate to be a day-one investor in the company through a small investment in a venture fund.

While a great business, Uber suffered from erratic management. Since he joined the company in 2017, Dara Khosrowshahi CEO has done a superb job in transforming the company into a highly profitable and cash-generative growth machine.

We believe that Uber is one of the best managed and highest quality businesses in the world. Remarkably, it can still be purchased at a massive discount to its intrinsic value. This favorable combination of attributes is extremely rare, particularly for a large cap company.

We will have more to share about our thinking on the company shortly.

[Chris Coombs @chefchriscoombs]

@JonahLupton I am declaring today the bottom in $TMDX day. It is all up from here! What a steal to be able to buy more at $58 this morning!!!

[Chris Coombs @chefchriscoombs]

Presale is served September 4th! https://t.co/QLmpwdtlL8

[WCVB Chronicle @Chronicle5]

Pickleball takes New England by storm https://t.co/RMjuRu3iSE

[Savage @Savageboston]

16 years ago today the Celtics won banner 17.

[Chris Coombs @chefchriscoombs]

@StockSavvyShay @JonahLupton I think we got them all, except you got $CELH at $3

[Chris Coombs @chefchriscoombs]

https://t.co/bpo0vP6EK6
Can’t wait for this exciting new project!

[Jonah Lupton @JonahLupton]

@Jeffdeehan @BarneyPelty Speaking of pickleball, my buddy is doing all 4 restaurants for this new 100,000 square foot pickleball complex going into the Boston area https://t.co/nwBb9FQRF3

[Nicole Maffeo Russo @nicolerusso]

Big news out of Natick for #Pickleball lovers @chefchriscoombs @BostonMagazine @blumie https://t.co/gy1FrLhcRk

[hiddenboston @hiddenboston]

News: Chris Coombs is opening four new dining spots, all of which will be within a pickleball facility. https://t.co/1qOLoCtUMq

[The Boston Globe @BostonGlobe]

Boston Chops and Deuxave’s Chris Coombs gets into the pickleball game with Bosse, an indoor pickleball and culinary complex coming to Natick this fall. https://t.co/eSYnr4vGuW

[Marc Hurwitz @MarcHurBoston]

News -- Chris Coombs to open four dining spots at a new pickleball facility in Natick. https://t.co/qtNClUKFXz

#natick #restaurants