2/5/25 :: VROCKSTAR ::
ALGN
Dip buy, but not necking out
- sub 20x PE for teens PE growth
- industry leader - last man standing
- nearly 5% fcf trends
- stable trends, rates probably don't help and google trends just inflected in Jan but hard to see mgmt talking this up
- good #s don't seem to be properly rewarded in this tape
- bad numbers are offering amazing buying oppty
- so i'd dip buy this. i'd expect a +ve reaction, but if doesn't perhaps there's something to do
- tough day w
UBER and
NXT, so i'm nursing back to health before i get back in the ring for the rest of EPS, taking the night off :)
Gl to u all
V
Dip buy, but not necking out
- sub 20x PE for teens PE growth
- industry leader - last man standing
- nearly 5% fcf trends
- stable trends, rates probably don't help and google trends just inflected in Jan but hard to see mgmt talking this up
- good #s don't seem to be properly rewarded in this tape
- bad numbers are offering amazing buying oppty
- so i'd dip buy this. i'd expect a +ve reaction, but if doesn't perhaps there's something to do
- tough day w
Gl to u all
V
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