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
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.