8/26/24 :: VROCKSTAR :: 
ELMD
Nice biz but pass @ $15
- 30x PE, good mgns, growing but i'd rather own
NVDA for 30x
- generates cash, *is* net cash - great
- seem to be getting some inflection on gross profit line from opex leverage, but stock seemed to already incorporate a lot of this upside
- keeping eye out in case we see it back in the $10-12 zone on a more beta-small-cap related risk off than fundamental
- but worth putting on the small cap list. not one that needs to be in my portfolio. I think
MYPS (which i wrote about today) is a much better r/r all things considered.
- but i'd not fade this one, maybe a dip buy if they miss EPS
V
ELMDNice biz but pass @ $15
- 30x PE, good mgns, growing but i'd rather own
NVDA for 30x- generates cash, *is* net cash - great
- seem to be getting some inflection on gross profit line from opex leverage, but stock seemed to already incorporate a lot of this upside
- keeping eye out in case we see it back in the $10-12 zone on a more beta-small-cap related risk off than fundamental
- but worth putting on the small cap list. not one that needs to be in my portfolio. I think
MYPS (which i wrote about today) is a much better r/r all things considered. - but i'd not fade this one, maybe a dip buy if they miss EPS
V
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.