7/2/25 :: VROCKSTAR :: 
EXOD
A buy probs but non obvi yet
- solid 20s+ % top line growth
- excellent EBITDA mgns in the 30s and growing
- mid 20s PE "good", esp when you back out the 200 mm or so they have in BTC and net cash... that puts you closer to high teens... "great" actually
- but stock not catching a bid in this euphoria
- perhaps this one is just not as well known
- stock "should" work as a catchup to beta should btc continue to run, but if we undergo a dip here and this is a weaker link (they "did" just miss recent results)... i'd probably make this a small spot to do more work
- keep it on your radar, probs a buy here <$30... but i'd love to own it in the mid to low $20s if/do we get there
V
EXODA buy probs but non obvi yet
- solid 20s+ % top line growth
- excellent EBITDA mgns in the 30s and growing
- mid 20s PE "good", esp when you back out the 200 mm or so they have in BTC and net cash... that puts you closer to high teens... "great" actually
- but stock not catching a bid in this euphoria
- perhaps this one is just not as well known
- stock "should" work as a catchup to beta should btc continue to run, but if we undergo a dip here and this is a weaker link (they "did" just miss recent results)... i'd probably make this a small spot to do more work
- keep it on your radar, probs a buy here <$30... but i'd love to own it in the mid to low $20s if/do we get there
V
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