5/9/24 - vrockstar - i genuinely don't think there's a valuation we'll agree that's ownable toward where the stock is parked. 60c this year on 50x? $30 stock. "yes" but look at that EPS growth, it's 100% yoy... yes but it's 70c the following year and trust me it's probably not going to cagr 50%. if it does... pls comment below. 8x sales for mid teens to 20% growth? this looks like the setup of nearly every other b2b name that's getting murdered on any indication of a bad guide. i'm going to short this one. gl to the owners. dump and run now while you can is my advice. if does beat, i'd ditch it immediately. you can do a lot better on larger cash gen names that yield MSD returns. w/ this one you're staring at 1-2% fcf yield at best at these levels. no bueno.