5/28/24 - vrockstar - 
OOMA - interesting setup w/ MSD growth, good product zip code, generates cash (but 200% of it is stock comp - in other words, it's not organic yet). like how 50% ish of the opex is R&D - that's great. valuation is *fine* at 16x PE, capital stack seems to not have a debt/and or stock dilution problem. the stock looks to be setting up nicely into these results, but this is more of a coinflip (esp since i'm unfamiliar w/ the name - so now it's on my radar and will follow up as need be either intra quarter or into the next print w/ more insight on the personality of how the stock trades). given it's not been a good YTD performer and the last results weren't perceived that well, i'm less interested in swinging here. LMK if you have a more nuanced POV on this name?
OOMA - interesting setup w/ MSD growth, good product zip code, generates cash (but 200% of it is stock comp - in other words, it's not organic yet). like how 50% ish of the opex is R&D - that's great. valuation is *fine* at 16x PE, capital stack seems to not have a debt/and or stock dilution problem. the stock looks to be setting up nicely into these results, but this is more of a coinflip (esp since i'm unfamiliar w/ the name - so now it's on my radar and will follow up as need be either intra quarter or into the next print w/ more insight on the personality of how the stock trades). given it's not been a good YTD performer and the last results weren't perceived that well, i'm less interested in swinging here. LMK if you have a more nuanced POV on this name?
כתב ויתור
המידע והפרסומים אינם אמורים להיות, ואינם מהווים, עצות פיננסיות, השקעות, מסחר או סוגים אחרים של עצות או המלצות שסופקו או מאושרים על ידי TradingView. קרא עוד בתנאים וההגבלות.
כתב ויתור
המידע והפרסומים אינם אמורים להיות, ואינם מהווים, עצות פיננסיות, השקעות, מסחר או סוגים אחרים של עצות או המלצות שסופקו או מאושרים על ידי TradingView. קרא עוד בתנאים וההגבלות.