5/21/24 - $plab - interesting, small long punt into EPS
5/21/24 - vrockstar -
PLAB
- like the setup here, first time reviewing the co. financial bogeys and any guide shoudn't be too negative. stock has beat SPY since covid lows which is impressive/ important for long plays (to me). 13x pe, high single digit FCF yield, MSD growth... all very reasonable. not the highest conviction play, so i'm going smaller into the print, but any place that has the right setup for EV-positive trade i take the shot (that's my strategy). interesting. look fwd to following this into future prints.
PLAB
- like the setup here, first time reviewing the co. financial bogeys and any guide shoudn't be too negative. stock has beat SPY since covid lows which is impressive/ important for long plays (to me). 13x pe, high single digit FCF yield, MSD growth... all very reasonable. not the highest conviction play, so i'm going smaller into the print, but any place that has the right setup for EV-positive trade i take the shot (that's my strategy). interesting. look fwd to following this into future prints.