8/26/24 :: VROCKSTAR :: 
LULU
1.5% position into print
- still sub 20x
- still desirable among the swipe culture (and i like the products, i've written about how their fabric/ tech remains scarce)
- growing. generates cash. i don't need to repeat what i've written
- stock is bid which tells me those who cover it are still buyers
- a stock where likely if it's -10 or -15% on the day (unlikely but these days who the funk knows) you could dip buy it. and i'd plan to be back at a 2-3% position if that's the case and let it ride.
- but the options chain is pricing in something close north of $290. not willing to use leverage on this one. but also don't want to sit out what i still believe is great growing brand trading 18x PE and growing.
what do u think anon?
V
LULU1.5% position into print
- still sub 20x
- still desirable among the swipe culture (and i like the products, i've written about how their fabric/ tech remains scarce)
- growing. generates cash. i don't need to repeat what i've written
- stock is bid which tells me those who cover it are still buyers
- a stock where likely if it's -10 or -15% on the day (unlikely but these days who the funk knows) you could dip buy it. and i'd plan to be back at a 2-3% position if that's the case and let it ride.
- but the options chain is pricing in something close north of $290. not willing to use leverage on this one. but also don't want to sit out what i still believe is great growing brand trading 18x PE and growing.
what do u think anon?
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.