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Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years
参加 April 2008
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Just reviewed most recent alt data for $RDDT and $APP ... $RDDT Consensus (sell side) is at +49% YoY revenue growth for Q3 Alt data is showing +59% YoY revenue growth for Q3 $APP Consensus (sell side) is at +47% YoY revenue growth for Q3 Alt data is showing +52% YoY revenue growth for Q3 With regards to valuations, coming into the week... $RDDT is trading at 18x NTM EPS (not including cash) $APP is trading at 16x NTM EPS (not including cash). $APP is currently trading around $300 with massive support in the $290s from 200w ema, VWAP from 2023 lows and the .618 fibs retracement from 2023 lows NFA. DYOR.
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