2/5/25 :: VROCKSTAR ::
ALGN
Dip buy, but not necking out
- sub 20x PE for teens PE growth
- industry leader - last man standing
- nearly 5% fcf trends
- stable trends, rates probably don't help and google trends just inflected in Jan but hard to see mgmt talking this up
- good #s don't seem to be properly rewarded in this tape
- bad numbers are offering amazing buying oppty
- so i'd dip buy this. i'd expect a +ve reaction, but if doesn't perhaps there's something to do
- tough day w
UBER and
NXT, so i'm nursing back to health before i get back in the ring for the rest of EPS, taking the night off :)
Gl to u all
V
Dip buy, but not necking out
- sub 20x PE for teens PE growth
- industry leader - last man standing
- nearly 5% fcf trends
- stable trends, rates probably don't help and google trends just inflected in Jan but hard to see mgmt talking this up
- good #s don't seem to be properly rewarded in this tape
- bad numbers are offering amazing buying oppty
- so i'd dip buy this. i'd expect a +ve reaction, but if doesn't perhaps there's something to do
- tough day w
Gl to u all
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.