4/25/24 - vrockstar - net cash nice, 20 ish fwd a bit expensive for the lump discretionary nature here... but seems like a well managed business, just too expensive w/ so many other options in this tape ahead of a potential consumer "pause". i'd not be short this name w/ cash gen potential, buyback etc. but don't think it's a convincing long here and realistically if they miss I can't even buy dip/ so not willing to neck here
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