1/6/25 :: VROCKSTAR :: 
CACI
a lil $420 anyone?
- no
PLTR
- but also worth a fraction ofPLTR
- substantial cash generation, 4%+ FCF yield growing mid teens
- consulting more than tech. but right segment
- chart seems to have disconnected on the memePLTR move, but pls fill me in if i've missed something more material.
- good enough to start a 2% position after my review of cyber names this weekend.
- here's the cyber pecking order FWIW the way i see it
S > 
OKTA > 
ZS > CACI > 
CYBR > 
TENB
i now own the top 4 as of today addingCACI, close to biting on CYBR
have a good week friends.
V
CACIa lil $420 anyone?
- no
PLTR- but also worth a fraction of
PLTR- substantial cash generation, 4%+ FCF yield growing mid teens
- consulting more than tech. but right segment
- chart seems to have disconnected on the meme
PLTR move, but pls fill me in if i've missed something more material.- good enough to start a 2% position after my review of cyber names this weekend.
- here's the cyber pecking order FWIW the way i see it
S > OKTA > ZS > CACI > CYBR > TENBi now own the top 4 as of today adding
CACI, close to biting on CYBRhave a good week friends.
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.