4/14/25 - $bmi - Just too expensive4/14/25 :: VROCKSTAR :: NYSE:BMI
Just too expensive
- over 35x PE and almost 3% cf yield for MSD growth?
- great biz, but do you think their supply chain won't be affected by the IRL stuff we're trading daily?
- still a name to own LT, but just don't think you can buy this print. it's up... you probably sell the pop. it's down and you can't DCA it.
- i'd have to see it *a lot * lower in this environment to compete w/ the other stuff i like a lot
V
