1/6/25 - $caci - a lil $420 anyone?
1/6/25 :: VROCKSTAR :: 
CACI
a lil $420 anyone?
- no
PLTR
- but also worth a fraction ofPLTR
- substantial cash generation, 4%+ FCF yield growing mid teens
- consulting more than tech. but right segment
- chart seems to have disconnected on the memePLTR 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 addingCACI, close to biting on CYBR
have a good week friends.
V
CACIa 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 > TENBi now own the top 4 as of today adding
CACI, close to biting on CYBRhave a good week friends.
V
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Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.