8/26/24 - $elmd - Nice biz but pass @ $15
8/26/24 :: VROCKSTAR :: 
ELMD
Nice biz but pass @ $15
- 30x PE, good mgns, growing but i'd rather own
NVDA for 30x
- generates cash, *is* net cash - great
- seem to be getting some inflection on gross profit line from opex leverage, but stock seemed to already incorporate a lot of this upside
- keeping eye out in case we see it back in the $10-12 zone on a more beta-small-cap related risk off than fundamental
- but worth putting on the small cap list. not one that needs to be in my portfolio. I think
MYPS (which i wrote about today) is a much better r/r all things considered.
- but i'd not fade this one, maybe a dip buy if they miss EPS
V
ELMDNice biz but pass @ $15
- 30x PE, good mgns, growing but i'd rather own
NVDA for 30x- generates cash, *is* net cash - great
- seem to be getting some inflection on gross profit line from opex leverage, but stock seemed to already incorporate a lot of this upside
- keeping eye out in case we see it back in the $10-12 zone on a more beta-small-cap related risk off than fundamental
- but worth putting on the small cap list. not one that needs to be in my portfolio. I think
MYPS (which i wrote about today) is a much better r/r all things considered. - but i'd not fade this one, maybe a dip buy if they miss EPS
V
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