8/13/24 :: VROCKASTAR :: 
INTA
Long into print $33
- 5x sales for >20% cagr growth
- great software margins/ profitable flexing
- negative: ALL of these co's seem to be indicating a weaker 3Q which has me probably keeping this size more of a sport (25 bps) than anything i'd go large/ size up.
- i'd want to dip buy if the result is "horrendous" or the guide spooks the mkt, bc it seems like the product/ traction and financials continue to remain healthy
- am i missing anything?
V
INTALong into print $33
- 5x sales for >20% cagr growth
- great software margins/ profitable flexing
- negative: ALL of these co's seem to be indicating a weaker 3Q which has me probably keeping this size more of a sport (25 bps) than anything i'd go large/ size up.
- i'd want to dip buy if the result is "horrendous" or the guide spooks the mkt, bc it seems like the product/ traction and financials continue to remain healthy
- am i missing anything?
V
Note
out at $38. +15% good enough for me. i take em where i can get em.moving a lot more resources back into
GDLC sub $20 today (where downside is $15 and upside to fair value is now $30 - that's what i call good r/r at 2:1 even ignoring any +ve px action for btc in the coming months and year ahead).enjoy fam
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.