I believe TKO needs to be mentioned, thanks for pointing that one out VZ!
1) outperformed SPX/NQ since the call
2)
117+ now



Van is licking his wounds and I imagine servicing other folks.... ahem.
Is TKO wrestling? Or MMA?
EPS estimates is going down-> be careful.
Now they did massively surprise tossing in Q1 24' number of $2.66 a boffo #!!! and I'm sure what drove the stock for you but...
my work shows: Q2 .88 <------
and Q3 .57 <-----
so quite a comedown. Were they one time positives last report?
Earnings Revisions
FY1 Up Revisions
0
FY1 Down Revisions
4 <----------------------
Still a fast growing company but 2024 represents Earn growth 60% YOY
and 2025 it's 11%-12% <

Big comedown.....
$3 Billion debt and $245 mil cash
Return on Equity
-3.52%
I don't see alot of insider selling but 7/22 & 7/23 there was some. @$105 & $106
I doubt you got this kind of work up on Van's recommendation but I like to give a full picture.
If you have a nice gain stay with it but be aware around earn.. warning signs abound/ and use $112 as a mental stop.
I see this going back to $104-$107 where this stock has a nice base.~si