1/6/25 - $caci - a lil $420 anyone?

1/6/25 :: VROCKSTAR :: CACI
a lil $420 anyone?

- no PLTR
- but also worth a fraction of PLTR
- substantial cash generation, 4%+ FCF yield growing mid teens
- consulting more than tech. but right segment
- chart seems to have disconnected on the meme PLTR move, but pls fill me in if i've missed something more material.
- good enough to start a 2% position after my review of cyber names this weekend.
- here's the cyber pecking order FWIW the way i see it

S > OKTA > ZS > CACI > CYBR > TENB
i now own the top 4 as of today adding CACI, close to biting on CYBR

have a good week friends.

V