2/20/25 :: VROCKSTAR :: 
NICE
lol. buy. duh?
- i didn't plan on making this a 3% position. honestly it wasn't even on my top 10 list. but it was on some list.
- are there any real people out there anymore?
- these guys do like 900 mn in fcf this year... sub 10 bn EV and tons of cash and are buyback ppl.
- not the most exciting product or leadership, but nothing's broken folks.
- don't over think it.
V
NICElol. buy. duh?
- i didn't plan on making this a 3% position. honestly it wasn't even on my top 10 list. but it was on some list.
- are there any real people out there anymore?
- these guys do like 900 mn in fcf this year... sub 10 bn EV and tons of cash and are buyback ppl.
- not the most exciting product or leadership, but nothing's broken folks.
- don't over think it.
V
Note
stock now +9% from the dip buy at $148.considering closing this now.
recycling capital.
it's a decent LT hold if/had that entry... but i don't stack prizes on the PnL... when trades work, i take the spoils and redeploy in higher conviction places.
enjoy.
V
Note
i feel like i should have a running thread on all these names. totally chicken and no head.
ppl r so clueless on what they own.
everything is in every ETF so act accordingly.
but i'm back.
5% position, again.
i'll play this game as long as you guys want in the range-bound market.
and when we do get a bid... this goes.
don't forget they're buying back stonk.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.