5/28/24 - vrockstar - 
OOMA - interesting setup w/ MSD growth, good product zip code, generates cash (but 200% of it is stock comp - in other words, it's not organic yet). like how 50% ish of the opex is R&D - that's great. valuation is *fine* at 16x PE, capital stack seems to not have a debt/and or stock dilution problem. the stock looks to be setting up nicely into these results, but this is more of a coinflip (esp since i'm unfamiliar w/ the name - so now it's on my radar and will follow up as need be either intra quarter or into the next print w/ more insight on the personality of how the stock trades). given it's not been a good YTD performer and the last results weren't perceived that well, i'm less interested in swinging here. LMK if you have a more nuanced POV on this name?
OOMA - interesting setup w/ MSD growth, good product zip code, generates cash (but 200% of it is stock comp - in other words, it's not organic yet). like how 50% ish of the opex is R&D - that's great. valuation is *fine* at 16x PE, capital stack seems to not have a debt/and or stock dilution problem. the stock looks to be setting up nicely into these results, but this is more of a coinflip (esp since i'm unfamiliar w/ the name - so now it's on my radar and will follow up as need be either intra quarter or into the next print w/ more insight on the personality of how the stock trades). given it's not been a good YTD performer and the last results weren't perceived that well, i'm less interested in swinging here. LMK if you have a more nuanced POV on this name?
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