5/12/26 - $onon - Cool shoe, better stock
By:TradingView
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5/12/26 :: VROCKSTAR :: ONON
Cool shoe, better stock
- 20x pe
- over 5% fcf yield
- constant currency growth in high double digits
- not sure what's not to like, just a rough tape (which i've written about)
- welcome back to the book. took this to 2% size right off the bat
- think the risk-reward here is about 2-1 in the 12-18 mo timeframe
- would love to own this in the mid 20's and actually think that's possible if the tape does a risk off (bc of ai/ chips/ energy quick reset). it's actually debatable whether you'd want to scoop this one or something like chips. i think let's see. but i prefer the diversified long-game. i'm shooting for 20-30% p.a. and then the homeruns when they come
- for now this looks like good beta
V
Cool shoe, better stock
- 20x pe
- over 5% fcf yield
- constant currency growth in high double digits
- not sure what's not to like, just a rough tape (which i've written about)
- welcome back to the book. took this to 2% size right off the bat
- think the risk-reward here is about 2-1 in the 12-18 mo timeframe
- would love to own this in the mid 20's and actually think that's possible if the tape does a risk off (bc of ai/ chips/ energy quick reset). it's actually debatable whether you'd want to scoop this one or something like chips. i think let's see. but i prefer the diversified long-game. i'm shooting for 20-30% p.a. and then the homeruns when they come
- for now this looks like good beta
V
0
0
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