11/6/24 - $yeti - i'm a buyer into print. good value at ~10% fcf
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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