4/25/24 - $rhi print - +ve bias but only dip byr - vrockstar
4/25/24 - vrockstar - well managed business, net cash helps in this global fiat debt chitshow, 20x PE not awful for scaled biz, employees churning like butter helps, ACN one way, TYL the other - not really even perfect comps by any sense, but think this would be a dip buy on a "miss" all else equal >10% down. tend to think this is a long into print given the sell off probably portends already mediocre #s and cons. already pricing in trough earnings elements this year. but '25/'23 cagr is barely double digits, so even 15x on 4.5 hardly gets you to curr share price. I think 12x on i'll give you 5 or $60 gives you some margin of safety. do i think this stonk goes red 15% on this print - no - in some sense it already has. so 10% is a good dip on the post or pre market puke. but i'm sidelines here
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