8/12/24 :: VROCKSTAR :: 
ONON
long into print at $40
- expensive at nearly 40x '25 EPS even tho '25/'24 implied cons. growth is only single digits - playing w fire a bit
- but the google trends are genuinely on fire and even tho deckers' Hoka's are crushing (also
DECK had good EPS), on chart looks pretty stellar too
trends.google.com/trends/explore?date=all&q=hoka,on shoes&hl=en
- 6 to 8 days to cover depending on the source you're looking at. i get it - once upon a time i'd short this thing too. however, i sense we'll get another beat, another upward revision to PE.
- not outright owning this tho given the tape seems v toppy and we'll see some (probably fake) war news any day now. that being said, i like this position into the open i've got the weekly 39C's.
wish this degen a bit of luck on the play. and GL to those whichever side you're on.
V
ONONlong into print at $40
- expensive at nearly 40x '25 EPS even tho '25/'24 implied cons. growth is only single digits - playing w fire a bit
- but the google trends are genuinely on fire and even tho deckers' Hoka's are crushing (also
DECK had good EPS), on chart looks pretty stellar tootrends.google.com/trends/explore?date=all&q=hoka,on shoes&hl=en
- 6 to 8 days to cover depending on the source you're looking at. i get it - once upon a time i'd short this thing too. however, i sense we'll get another beat, another upward revision to PE.
- not outright owning this tho given the tape seems v toppy and we'll see some (probably fake) war news any day now. that being said, i like this position into the open i've got the weekly 39C's.
wish this degen a bit of luck on the play. and GL to those whichever side you're on.
V
Nota
closed it w the PPI good print and stock opening +6%. wasn't pretty bc the result wasn't "clean" but i'll take the meager 20% win on the C's.
Gl to all holding still
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.