u/No-Understanding9064

Looking at it after ER it actually looks cheaper than it has in awhile from a free cash flow basis. Which is a number that is starting to get insane. Every single quarter is beat and raise. The rate of growth actually increased from 2026 to 2027 which no one expected 6 months ago. What is really wild is it looks like the best buy of the sector right now. It was in my dca rotation in 160 170 range but it looks like a solid buy after the ER pullback.

These are 2 that have been on my watch list for awhile and finally started hitting price alerts. These are the companies who will be actually integrating new tech capabilities into legacy companies. Fundamentals are strong, cash flow yield well into the teens with healthy balance sheets. Growth tends to be consistent mid single digits, but I see tailwinds as AI integration becomes essential. Extremely discounted atm, really priced for imminent disruption which I do not see as a logical expectation.

This is one is have been periodically checking on, waiting for a correction. I have price alerts in the 50s. Its a hard sector to buy, with my only holding being TXRH. So I have been looking for possibilities. SHAK has been prohibitively expensive, and still is, but it is correcting hard. I like the product, if I am going to spend 10-$15 on a burger I pick it over other more familiar names 10/10 times. Which is why I think this will be a good compounder. Very impressive growth, just not worth the premium it has carried.