Intapp, Inc.Long
8/13/24 - $inta - Long into print $33
8/13/24 :: VROCKASTAR :: 
INTA
Long into print $33
- 5x sales for >20% cagr growth
- great software margins/ profitable flexing
- negative: ALL of these co's seem to be indicating a weaker 3Q which has me probably keeping this size more of a sport (25 bps) than anything i'd go large/ size up.
- i'd want to dip buy if the result is "horrendous" or the guide spooks the mkt, bc it seems like the product/ traction and financials continue to remain healthy
- am i missing anything?
V
INTALong into print $33
- 5x sales for >20% cagr growth
- great software margins/ profitable flexing
- negative: ALL of these co's seem to be indicating a weaker 3Q which has me probably keeping this size more of a sport (25 bps) than anything i'd go large/ size up.
- i'd want to dip buy if the result is "horrendous" or the guide spooks the mkt, bc it seems like the product/ traction and financials continue to remain healthy
- am i missing anything?
V
Note
out at $38. +15% good enough for me. i take em where i can get em.
moving a lot more resources back into
GDLC sub $20 today (where downside is $15 and upside to fair value is now $30 - that's what i call good r/r at 2:1 even ignoring any +ve px action for btc in the coming months and year ahead).
enjoy fam
V
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