4/25/24 - $rmd imma buyer - vrockstar
4/25/24 - vrockstar - first time i come across this ticker (i look at a lot), wow. great opex flex. software-ish margins, not expensive on various multiples i look at vs. growth looks awesome. chart yes. am i missing anything frens, i think i'm just buying this print b/c i like everything i see including cash gen, captive industry that's bit less discretionary. interesting. will be playing print long in small size and put on short watch list to get a sense for personality of how this trades so i can give a more nuanced update into the following print.
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