10/7/24 - $elf - Too cheap to ignore ~$102. Buy.
10/7/24 - vrockstar - 
ELF
Too cheap to ignore ~$102. Buy.
- low 20s PE for mid 20s growth
- AI will disrupt many categories, but makeup...?
- cash generative. low (2% FCF) yield not "great" but growth is hard to ignore. also the price focused niche is great for the current environment.
- solid brand
- need to evaluate leadership (anyone have a view?) I'll revert here.
- starting with a 1% position. think it could be a 2-3% position if/as we get into the 90s and even 80s (if/as)
- mind the gaps in the chart from the 2023 period (flagged in grey)
be safe out there.
V
ELF Too cheap to ignore ~$102. Buy.
- low 20s PE for mid 20s growth
- AI will disrupt many categories, but makeup...?
- cash generative. low (2% FCF) yield not "great" but growth is hard to ignore. also the price focused niche is great for the current environment.
- solid brand
- need to evaluate leadership (anyone have a view?) I'll revert here.
- starting with a 1% position. think it could be a 2-3% position if/as we get into the 90s and even 80s (if/as)
- mind the gaps in the chart from the 2023 period (flagged in grey)
be safe out there.
V
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