5/2/24 - $eb - swinging long here into print
5/2/24 - vrockstar - like the setup long here into print. 1) trends probably a 50/50 but 2) not a "discretionary" seller but more a platform for discretionary choice which is an interesting product in this environment esp wrt speech about 2H etc. 2) not really a burner much at all, and beyond healthy cash balance so no dilution/ raise/ sustainability q's about the BS 3) "growing" - double digits+ which isn't really one i'd typically LT hold/ do much more work on but for a swing here at low multiples on revenue (which i do for higher GM co's/ platforms)... "attractive". think the risks to the upside outweigh the downside. was tempted to swing on some 5C's for 5/17... but figure the shares will offer me more flexibility should a. something go wrong/ to cut AH or size up and b. equally monetize part of position AH or even sell the more expensive 5C's after hours to "exit" at a more locked in px. lmk what you think if diff of opinion on this one
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