7/21/24 :: VROCKSTAR :: 
SPOT
I don't get it. Pass.
- 60x PE
- good > 20% growth - nice.
- horrible gross margins (they pay a lot to creators, obviously)
- best in class product - great
- seeing some opex leverage lately - great
- a ton of stock option dilution to the FCF generation (almost all of it) - not ideal but stonk doing fine which actually gets a bit of a pass
- i understand those who hold this thing, in earnest i'd like to find an entry. but don't think the r/r in this print makes sense
- i'm also getting the sense i'm going to be more bearish generally this EPS (but let's see) on the stuff i review which will draw some colorful comments lol bring it
- wish the holders some luck here but i'm on the sidelines.
have a good week to those reading this esp my fam
V
SPOTI don't get it. Pass.
- 60x PE
- good > 20% growth - nice.
- horrible gross margins (they pay a lot to creators, obviously)
- best in class product - great
- seeing some opex leverage lately - great
- a ton of stock option dilution to the FCF generation (almost all of it) - not ideal but stonk doing fine which actually gets a bit of a pass
- i understand those who hold this thing, in earnest i'd like to find an entry. but don't think the r/r in this print makes sense
- i'm also getting the sense i'm going to be more bearish generally this EPS (but let's see) on the stuff i review which will draw some colorful comments lol bring it
- wish the holders some luck here but i'm on the sidelines.
have a good week to those reading this esp my fam
V
إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.
إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.