5/23/24 - vrockstar - 
DECK - expensive but not a short, at >30x PE, 5% fcf yield. great brands, esp play across the affordability spectrum. don't have the 
LULU curse per se is the point. 
CROX is good omen, 
ONON too etc. i'd be tempted to go long this into the print, but i'm currently focused on a few other swings and this seems like more of a distraction. let's see how it looks right before the close. the fact that this is up and robust in a down tape is also a big plus, someone knows. gl to the holders. i'll probably just be on the sidelines cheering you on.
DECK - expensive but not a short, at >30x PE, 5% fcf yield. great brands, esp play across the affordability spectrum. don't have the LULU curse per se is the point. CROX is good omen, ONON too etc. i'd be tempted to go long this into the print, but i'm currently focused on a few other swings and this seems like more of a distraction. let's see how it looks right before the close. the fact that this is up and robust in a down tape is also a big plus, someone knows. gl to the holders. i'll probably just be on the sidelines cheering you on.
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