CAVA Group, Inc.Short
8/23/24 - $cava - number went up... valuation is relevant now
8/23/24 :: VROCKSTAR :: CAVA
number went up... valuation is relevant now
- in my last note prior to the ((previous)) earnings, i was already struggling with valuation but said, be damned... "number go up".
- so here we are, right time, right place (thanks papa powell) and the salad bros have taken a page out of rachael ray's book and gone all EVOOOOOh yeah.
- $121 as of my writing this. think the valuation is in meme land. could it go higher? lol. dude i've been around long enough to remember too many things. i'd just caution you at this valuation. and i just opened a short. so flame me about how regarded i am in the comments pls :)
have a good weekend. buy something cheap and with better growth and margins.
GDLC remains my fav. 
NXT too. and keep your energy levels high octane with some 
CELH for good measure. this 
NVDA train about to drive some whacky action next week. play the 
SOXL if you feel a bit degen today. but remember. stay solvent. keep your head on your shoulders. you will win some, you will lose some. you won't bat 1000. but you need to have enough chips to play the next hand.
V
CAVAnumber went up... valuation is relevant now
- in my last note prior to the ((previous)) earnings, i was already struggling with valuation but said, be damned... "number go up".
- so here we are, right time, right place (thanks papa powell) and the salad bros have taken a page out of rachael ray's book and gone all EVOOOOOh yeah.
- $121 as of my writing this. think the valuation is in meme land. could it go higher? lol. dude i've been around long enough to remember too many things. i'd just caution you at this valuation. and i just opened a short. so flame me about how regarded i am in the comments pls :)
have a good weekend. buy something cheap and with better growth and margins.
GDLC remains my fav. NXT too. and keep your energy levels high octane with some CELH for good measure. this NVDA train about to drive some whacky action next week. play the SOXL if you feel a bit degen today. but remember. stay solvent. keep your head on your shoulders. you will win some, you will lose some. you won't bat 1000. but you need to have enough chips to play the next hand. V
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