Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, we look for undervalued growth stocks with under appreciated catalysts that have 3x upside within 3 years.
参加 April 2008
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Not sure if anyone cares about $CBRS but I'm listening to the earnings call and hearing some pretty bullish stuff.
I don't think the stock should be down -15% AH after raising full year guidance and full year gross margins.
Stock looks expensive on 2026 numbers but looks cheap if you think they can 10x revenues over the next 3 years.
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