7/12/24 :: VROCKSTAR :: 
HUBS
Ideally we buy lower $400s
- this thing has been rumored to be bot over so many times, i lose track
- but it's a better salesforce. the chart doesn't lie either, let's use our $HUBS/
CRM in trading view (use weekly bars to illustrate the pt nicely)
- 10x sales, growing high teens - for their scale - that's "reasonable". 60+x PE for 25% PE growth. rich but "fine" for a leader (it's probably more trading on an EBITDA multiple anyway)
- hard to wrap my head around the 1.5% fcf yield all else equal, seems too expensive on it's own merits and so the buy-out would "solve" for this conundrum
- what i'm hoping for is a return to the call it $420s region. if it doesn't happen, i'm probably interested in owning the stock, just not in the immediate immediate term.
- i'd want to play a little bump to the upside next week, but just too much of a distraction on a small entry to get involved.
- clearly this fits into the category of M&A, software, good balance sheet, growing (valuation meh, but it's a tier A+ asset so gets a pass).
- any thoughts?
V
HUBSIdeally we buy lower $400s
- this thing has been rumored to be bot over so many times, i lose track
- but it's a better salesforce. the chart doesn't lie either, let's use our $HUBS/
CRM in trading view (use weekly bars to illustrate the pt nicely)- 10x sales, growing high teens - for their scale - that's "reasonable". 60+x PE for 25% PE growth. rich but "fine" for a leader (it's probably more trading on an EBITDA multiple anyway)
- hard to wrap my head around the 1.5% fcf yield all else equal, seems too expensive on it's own merits and so the buy-out would "solve" for this conundrum
- what i'm hoping for is a return to the call it $420s region. if it doesn't happen, i'm probably interested in owning the stock, just not in the immediate immediate term.
- i'd want to play a little bump to the upside next week, but just too much of a distraction on a small entry to get involved.
- clearly this fits into the category of M&A, software, good balance sheet, growing (valuation meh, but it's a tier A+ asset so gets a pass).
- any thoughts?
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.