5/6/24 - $semr - small punt long post EPS in low $13s

6 במאי

5/6/24 - vrockstar - speculative here, don't know name but think this is a good setup for a long - took a small punt AH at low 13s after seeing the decent print and guide up (most are signaling issue w/ 2Q guide... which in this environment means they continue to take share and in a good environment/ reversal they'll be crushing the ball). hard to size up the 4x sales for a semi-digital-not-quite-software-name but the nearly 20% cagr top line seems like a fair px for a HQ asset that's just "passed" the test. would be tempted to sell a mis-read here where i'm down 5% or more on a reaction post earnings call. but w/ the catalyst out, a good speech about future... i think you're better long here all else equal. small play for me.