4/14/25 :: VROCKSTAR :: 
BMI
Just too expensive
- over 35x PE and almost 3% cf yield for MSD growth?
- great biz, but do you think their supply chain won't be affected by the IRL stuff we're trading daily?
- still a name to own LT, but just don't think you can buy this print. it's up... you probably sell the pop. it's down and you can't DCA it.
- i'd have to see it *a lot * lower in this environment to compete w/ the other stuff i like a lot
V
BMIJust too expensive
- over 35x PE and almost 3% cf yield for MSD growth?
- great biz, but do you think their supply chain won't be affected by the IRL stuff we're trading daily?
- still a name to own LT, but just don't think you can buy this print. it's up... you probably sell the pop. it's down and you can't DCA it.
- i'd have to see it *a lot * lower in this environment to compete w/ the other stuff i like a lot
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.