6/5/24 - $smar - sector and factors keep me sidelined here too6/5/24 - vrockstar - NYSE:SMAR - gawd it's so hard to buy 4x ev/sales even w/ high teens growth, inflecting opex leverage when you look at mid 30s PE, high dilution (stock comp issue/ not real cash generator)... and ALL THE COMPS GETTING REKT in this size/domain (biz optimization let's call it). c
