11/4/24 - $inta - Pass at $50, R/R unclear
11/4/24 :: VROCKSTAR :: 
INTA
Pass at $50, R/R unclear
- nothing i'd fade, growing flexing gross profit vs opex
- also tech B2B have put up good reactions to results all else equal so far this 3Q
- but stonk has gone from low 30s where I punted last Q to ~almost~ doubling. obvioulsy i traded out of this and recycled capital etc. etc. not surprised it kept riding, but so high? a bit surprised.
- don't love fact that stock comp remains high amt of "FCF" though again for stonks that go up, it's less an issue. nonetheless, it's still not real cash earned IMVVHO
- also adjusting for this SBC, PE of near 80x next year and 60x the following remains high.
- i'd rather watch this pitch go by
- a lot of names reporting (and i mean A LOT) this week in perhaps one of the funkiest risk weeks (team blueberry vs. team raspberry gonna have a jam fest). see no reason to punt at these levels, that's all.
- gl to all.
V
INTAPass at $50, R/R unclear
- nothing i'd fade, growing flexing gross profit vs opex
- also tech B2B have put up good reactions to results all else equal so far this 3Q
- but stonk has gone from low 30s where I punted last Q to ~almost~ doubling. obvioulsy i traded out of this and recycled capital etc. etc. not surprised it kept riding, but so high? a bit surprised.
- don't love fact that stock comp remains high amt of "FCF" though again for stonks that go up, it's less an issue. nonetheless, it's still not real cash earned IMVVHO
- also adjusting for this SBC, PE of near 80x next year and 60x the following remains high.
- i'd rather watch this pitch go by
- a lot of names reporting (and i mean A LOT) this week in perhaps one of the funkiest risk weeks (team blueberry vs. team raspberry gonna have a jam fest). see no reason to punt at these levels, that's all.
- gl to all.
V
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