8/12/24 :: VROCKSTAR :: 
ONON
long into print at $40
- expensive at nearly 40x '25 EPS even tho '25/'24 implied cons. growth is only single digits - playing w fire a bit
- but the google trends are genuinely on fire and even tho deckers' Hoka's are crushing (also
DECK had good EPS), on chart looks pretty stellar too
trends.google.com/trends/explore?date=all&q=hoka,on shoes&hl=en
- 6 to 8 days to cover depending on the source you're looking at. i get it - once upon a time i'd short this thing too. however, i sense we'll get another beat, another upward revision to PE.
- not outright owning this tho given the tape seems v toppy and we'll see some (probably fake) war news any day now. that being said, i like this position into the open i've got the weekly 39C's.
wish this degen a bit of luck on the play. and GL to those whichever side you're on.
V
ONONlong into print at $40
- expensive at nearly 40x '25 EPS even tho '25/'24 implied cons. growth is only single digits - playing w fire a bit
- but the google trends are genuinely on fire and even tho deckers' Hoka's are crushing (also
DECK had good EPS), on chart looks pretty stellar tootrends.google.com/trends/explore?date=all&q=hoka,on shoes&hl=en
- 6 to 8 days to cover depending on the source you're looking at. i get it - once upon a time i'd short this thing too. however, i sense we'll get another beat, another upward revision to PE.
- not outright owning this tho given the tape seems v toppy and we'll see some (probably fake) war news any day now. that being said, i like this position into the open i've got the weekly 39C's.
wish this degen a bit of luck on the play. and GL to those whichever side you're on.
V
Nota
closed it w the PPI good print and stock opening +6%. wasn't pretty bc the result wasn't "clean" but i'll take the meager 20% win on the C's.
Gl to all holding still
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.