11/6/24 :: VROCKSTAR :: 
YETI
i'm a buyer into print. good value at ~10% fcf yield
- keeping it simple
- tariffs matter for a number of consumer names on trump win
- "okay". but you see
MCFT's results? boats and beers are strong, consumer spending, yeti demo has more $ than the five below bros (no disrespect, i love the candy selection there)
- but anyway 10% fcf yield and good stock comp control PLUS big short interest in this has me taking a LT position here
- let's see what results bring and we react accordingly
- but i like the R/R here while the mkt is probably working thru some more flows-related hedges, baskets for hedgies etc. etc.
- what do u think?
- oh. long
ELF too... but that's a diff story and i'm not gonna write it up. and while i'm at it, took a small bite of 
CROX even tho i'd still like to see it lower.
V
YETIi'm a buyer into print. good value at ~10% fcf yield
- keeping it simple
- tariffs matter for a number of consumer names on trump win
- "okay". but you see
MCFT's results? boats and beers are strong, consumer spending, yeti demo has more $ than the five below bros (no disrespect, i love the candy selection there)- but anyway 10% fcf yield and good stock comp control PLUS big short interest in this has me taking a LT position here
- let's see what results bring and we react accordingly
- but i like the R/R here while the mkt is probably working thru some more flows-related hedges, baskets for hedgies etc. etc.
- what do u think?
- oh. long
ELF too... but that's a diff story and i'm not gonna write it up. and while i'm at it, took a small bite of CROX even tho i'd still like to see it lower.V
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Thông báo miễn trừ trách nhiệm
Thông tin và các ấn phẩm này không nhằm mục đích, và không cấu thành, lời khuyên hoặc khuyến nghị về tài chính, đầu tư, giao dịch hay các loại khác do TradingView cung cấp hoặc xác nhận. Đọc thêm tại Điều khoản Sử dụng.