6/4/24 - $lake - interesting/ cheap, just not my flavor6/4/24 - vrockstar - NASDAQ:LAKE - seems like a decent placeholder for cash, but that's just not my style - don't see a big pop potential like tech/discretionary which is where I do most of my work. but at $1.5 eps power next year, clean balance sheet and super low double digit PE (10-11x) growing earnings (in theory), generating cash enough to give you minimally MSD and at best HSD yields, not bad. commenting here mainly for my records, but don't disagree if you hold this - i just don't see the massive upside potential all else equal.
