4/23/24 - $V print

4/23/24 - vrockstar - well priced, probably beats, defn not a short. or a short upton a pop. 4% yield for a duopoly is not worth betting against. 25x 2024 EPS of $1 is about $250 and realistically this mkt will want to pay 30-35x for this which means it's actually probably a buy, disgusting but just not worth the "alpha"