7/28/25 :: VROCKSTAR :: 
DECK
De risked, a few ways to play
- mid teens PE
- 2 brands hitting on all strides (pun intended)
- great result, everyone offsides
- the action you're seeing here is MM re-adjusting post pop
- can buy spot/ sell covered calls for healthy mid 40s IV and roll
- my sense is sub $110 you are getting almost a simple play into YE and anything lower is increasing value (mid singles FCF yield growing DD, "yes please")
- so yeah, i like
LULU b/c of the google trends and valuation etc. etc. (go check that one out before tradingview removes it a third time)
- but this one back in the sub $115 zone is comfy like an (h)ugg
V
DECKDe risked, a few ways to play
- mid teens PE
- 2 brands hitting on all strides (pun intended)
- great result, everyone offsides
- the action you're seeing here is MM re-adjusting post pop
- can buy spot/ sell covered calls for healthy mid 40s IV and roll
- my sense is sub $110 you are getting almost a simple play into YE and anything lower is increasing value (mid singles FCF yield growing DD, "yes please")
- so yeah, i like
LULU b/c of the google trends and valuation etc. etc. (go check that one out before tradingview removes it a third time)- but this one back in the sub $115 zone is comfy like an (h)ugg
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.