5/28/24 - $ooma - interesting company, but coinflip into results5/28/24 - vrockstar - NYSE:OOMA - interesting setup w/ MSD growth, good product zip code, generates cash (but 200% of it is stock comp - in other words, it's not organic yet). like how 50% ish of the opex is R&D - that's great. valuation is *fine* at 16x PE, capital stack seems to not have a debt/