7/2/25 :: VROCKSTAR :: 
EXOD
A buy probs but non obvi yet
- solid 20s+ % top line growth
- excellent EBITDA mgns in the 30s and growing
- mid 20s PE "good", esp when you back out the 200 mm or so they have in BTC and net cash... that puts you closer to high teens... "great" actually
- but stock not catching a bid in this euphoria
- perhaps this one is just not as well known
- stock "should" work as a catchup to beta should btc continue to run, but if we undergo a dip here and this is a weaker link (they "did" just miss recent results)... i'd probably make this a small spot to do more work
- keep it on your radar, probs a buy here <$30... but i'd love to own it in the mid to low $20s if/do we get there
V
EXODA buy probs but non obvi yet
- solid 20s+ % top line growth
- excellent EBITDA mgns in the 30s and growing
- mid 20s PE "good", esp when you back out the 200 mm or so they have in BTC and net cash... that puts you closer to high teens... "great" actually
- but stock not catching a bid in this euphoria
- perhaps this one is just not as well known
- stock "should" work as a catchup to beta should btc continue to run, but if we undergo a dip here and this is a weaker link (they "did" just miss recent results)... i'd probably make this a small spot to do more work
- keep it on your radar, probs a buy here <$30... but i'd love to own it in the mid to low $20s if/do we get there
V
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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.