6/7/24 - $arlo - rich px 4 implied grow; wait for <$10 minimally
6/7/24 - $vrockstar/private - 
ARLO -
doing a review today of all IOT-related names given my small 1% (as of now) starter position in
IOT (go read that for some nuance on sizing). here's a small cap now and my thinking. for now... not worth owning. i need a much better entry. setting target at sub $10 to take a closer look if/when.
looks expensive w/ minimal cash gen (ex. stock comp) and between 2-3x sales seems okay generally for this IOT sector, but top line growth has had some severe hiccups, and expected growth is MSD-HSD at best (which might end turning out to be low). i like how the stock/ chart have performed well v the Q's over the last years, but this might just be a function of zip code (IOT) rising tide vs. actual bottoms up fundamentals. it's one i've got on my radar but need to get a better entry.
ARLO - doing a review today of all IOT-related names given my small 1% (as of now) starter position in
IOT (go read that for some nuance on sizing). here's a small cap now and my thinking. for now... not worth owning. i need a much better entry. setting target at sub $10 to take a closer look if/when.looks expensive w/ minimal cash gen (ex. stock comp) and between 2-3x sales seems okay generally for this IOT sector, but top line growth has had some severe hiccups, and expected growth is MSD-HSD at best (which might end turning out to be low). i like how the stock/ chart have performed well v the Q's over the last years, but this might just be a function of zip code (IOT) rising tide vs. actual bottoms up fundamentals. it's one i've got on my radar but need to get a better entry.
İşlem aktif
snagged some at $9 AH last night's ER. will force me to do work and will check back! İşlem elle kapatılmış
think valuation is attractive, but non obvious still w/ the decline in 4Q expected (rev). stock based comp means there's no cash being generated just yet. while we could see a retrace higher, it's a distraction with stonks at highs and this is sinking. if/when we get a dump this will get dumped further. if/when we rally further, this won't see the first bid. i set a target below $8 if/when. otherwise i just let it go and follow along as they evolve.V
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.
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.