5/16/24 - $you - top pick and size in my book, without question5/16/24 - vrockstar - NYSE:YOU - has become my largest single name (almost a 15% position for me, from 0% into EPS). i like it anywhere under $20. the math here is simple - at $17.5 today, you're basically buying $2.5 bn of market cap and get net cash of $500 of net cash (don't use the trading vie