7/29/25 :: VROCKSTAR :: $V
Probs a buy, just not for me
- over 3% fcf yields, growing, consumer spending well
- over time (probably long duration) I think the biz model probably gets eroded, but also mgmt has done a nice job evolving, perhaps they keep up with the times etc.
- don't think anything is broken here
- all else equal a nice barometer for the consumer names in my portfolio (deck, lulu)
- i'd guess stock is higher on this print
- just have too many other things going on to play this $666 bn EV
V
Probs a buy, just not for me
- over 3% fcf yields, growing, consumer spending well
- over time (probably long duration) I think the biz model probably gets eroded, but also mgmt has done a nice job evolving, perhaps they keep up with the times etc.
- don't think anything is broken here
- all else equal a nice barometer for the consumer names in my portfolio (deck, lulu)
- i'd guess stock is higher on this print
- just have too many other things going on to play this $666 bn EV
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.