6/6/25 :: VROCKSTAR :: 
ANF
Upgrading this to a buy ~$80
- low teens fcf yield
- single digit PE
- brand healthy and growing
- stock beat/ stock ripped
- company buying back shares
- when i compare to something like $lulu... i think... this name is already priced for recession and anything lower here beyond a degradation of the brand itself is getting greedy for the right reasons. on the topic of
LULU (which i commented on this AM as well post EPS)... you have to be more careful on entry, even tho let's also agree... the brand is defn stronger... but 3x better (px-valuation-wise)? well that's for u to consider
be well. might consider getting long this, in small size today
V
ANFUpgrading this to a buy ~$80
- low teens fcf yield
- single digit PE
- brand healthy and growing
- stock beat/ stock ripped
- company buying back shares
- when i compare to something like $lulu... i think... this name is already priced for recession and anything lower here beyond a degradation of the brand itself is getting greedy for the right reasons. on the topic of
LULU (which i commented on this AM as well post EPS)... you have to be more careful on entry, even tho let's also agree... the brand is defn stronger... but 3x better (px-valuation-wise)? well that's for u to considerbe well. might consider getting long this, in small size today
V
交易進行
10% position at this stage :)and i'd love to make it bigger
nearly 15% lease-adjusted FCF yield on this bad boy.
consumer-issue beware, size approps. but i'm using ITM leaps as i've done on NXT/ TSM etc. etc. if you r following u know giving me about 2-1.
V
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