AppFolio, Inc.
Satış

4/25/24 - $appf print skews -ve - vrockstar

46
4/25/24 - vrockstar - great growth, nothing fundamentally wrong here which is suicide to short in an everprintmonetaryjokeworld, but i'm defn not buying this print and could consider a short on an outsize pop here. 10x revenue is not the right multiple for sub 30-40% 2y cagr growth and with these semi-but-let's-be-real non-software mgns (I get it, they'll scale, but just not in the immediate term which is how the market pays for a well-bid name here). any collapse or bad guide here sends this down 20%. hard to even buy that - i'm sure you could scalp a 5% if timed right. but i'm not buying a beat, and i'm not trying to scalp here... so while i'd say sidelines, it's realistically a stay away and probably -ve result all else equal.

Feragatname

Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.