3/19/25 - $blbd - a buy, but...3/19/25 :: VROCKSTAR :: NASDAQ:BLBD
a buy, but...
- mega ROIC's
- normalized FCF yields HSD and growing
- don't think our busses for skools and prizons r coming from anyone else soon - i.e. nice niche/ moat
- stock objectively a buy here
- just don't want to clog up the PnL b/c i'm preferring names i think will double (more easily) a 12-18 mo context
- but if this thing goes on sale toward the 30 mark, nevermind 2-handle... it's an obvious buy from my POV
- but it's already there and "should work".
V