3/19/25 :: VROCKSTAR :: 
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
BLBDa 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
Trade active
starting position here sub $31maga company, great roic's cash gen
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.