6/9/25 :: VROCKSTAR :: 
CARS
looking like a buy low $10s
- low DD fcf yields
- think the implied 6% debt is a factor element that weighs on shares in the current environment, but such that nothing's broken it won't matter in time
- when u compare to s/t like
CVNA (which i'll be writing about this week), the valuation difference is STARK
- CEO is buying shares
- so what gives here
- it's so hard to own anything consumer-exposed, and i've spent the weekend going thru nearly 200 names only to still feel confident that
ANF is the best consumer horse at the moment
- but this one also looks pretty interesting, esp as a hedge if i start to go heavy on theCVNA fr4ud short... tick tock
- do u guys have an opinion on cars.com?
V
CARSlooking like a buy low $10s
- low DD fcf yields
- think the implied 6% debt is a factor element that weighs on shares in the current environment, but such that nothing's broken it won't matter in time
- when u compare to s/t like
CVNA (which i'll be writing about this week), the valuation difference is STARK- CEO is buying shares
- so what gives here
- it's so hard to own anything consumer-exposed, and i've spent the weekend going thru nearly 200 names only to still feel confident that
ANF is the best consumer horse at the moment- but this one also looks pretty interesting, esp as a hedge if i start to go heavy on the
CVNA fr4ud short... tick tock- do u guys have an opinion on cars.com?
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.