Ketan Patel, CFA retweeted
Peter Lynch said:
"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves."
Here are 6 stocks near their all time high you don't want to sell 👇🏻
1/6 Coca-Cola $KO
🟢 Only 1.8% below its all time high!
+37% this year
Ketan Patel, CFA retweeted
“A few good ideas is all you need. And when you find the few you have to act aggressively. That’s the Munger system.”
— Charlie Munger
Ketan Patel, CFA retweeted
“The real key to making money in stocks is not to get scared out of them.” – Peter Lynch
Ketan Patel, CFA retweeted
Coca-Cola schlägt 2026 alle Magnificent 7 (+38% YTD) – doch das aktuelle KGV von 28 für einen Konsumgüterkonzern wirft Fragen auf. 🥤📈
Wachstum vs. Bewertung: Coca-Cola wächst stabil mit 5–8% EPS-p.a., wird aber mit einem PEG von über 3,5 gehandelt. Tech-Riesen wie Alphabet oder Meta bieten bei niedrigeren KGVs deutlich höheres Wachstum.
Ein KGV von 28 ist für ein Konsumgüter-Unternehmen schon extrem hoch.
• PEG-Ratio > 3,5 (teuer)
• Alphabet & Meta billiger bewertet
• Nur 5–8 % EPS-Wachstum
Qualität? Ja. Bewertung? Gerechtfertigt?!
Ketan Patel, CFA retweeted
Ketan Patel, CFA retweeted
TRANSMEDICS $TMDX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $203.0M (Est. $178M) 🟢; +41% YoY
🔹 EPS: $0.46 (Est. $0.29) 🟢; -30% YoY
Raises FY26 Guide:
🔹 Revenue: $764M-$774M (Est. $744M) 🟢
Segment Net Revenue:
🔹 Product: $113.4M; +29% YoY
🔹 Service: $89.6M; +60% YoY
Announcements:
🔹 ENHANCE Heart: FDA protocol allows 90 additional patients
🔹 EU Expansion: First European transplant logistics tender in Italy
Other Q3 Metrics:
🔹 Gross Margin: 58.5%; -30 bps YoY
🔹 Organic Revenue Growth: 35%
🔹 Cash: $493.0M
Comments:
🔸 “The third quarter of 2026 was the strongest in TransMedics' history, with record revenue and record case volume.”
🔸 “We enter 2027 with strong momentum and a robust set of growth catalysts.”
Ketan Patel, CFA retweeted
CLOUDFLARE $NET JUST REPORTED Q3 EARNINGS
- Revenue: $782.5M, beating expectations of $739M 🟢
- Adj EPS: $0.38, beating expectations of $0.34 🟢
Q4 Guidance:
- Revenue: $845M-$846M, above expectations of $798M 🟢
- Adj EPS: $0.43, above expectations of $0.38 🟢
- Non-GAAP Operating Income: $156M-$157M
FY26 Guidance:
- Revenue: $2.96B-$2.96B, above expectations of $2.87B 🟢
- Adj EPS: $1.35, above expectations of $1.28 🟢
- Non-GAAP Operating Income: $462M-$463M
Key Updates:
- Annualized Revenue: Crossed $3B





































