VAC
MARRIOTT VACATIONS WORLDWIDE CORPORATION
stock NYSE

I wish I ate shitty ass food 3 nights ago, puked for 2 days day, and then only felt well enough to buy today 😂 What's helping me is new info from my research. Learning that $MP got a sweetheart government deal and stock was up 50% overnight. $UUUU has not gotten their sweetheart deal yet. This is a call option on that deal. I heard the term "vertically integrated Western materials chain", which is exactly what this is. People are buying a long-term strategic flywheel for the new geopolitical world. I also studied the NAV projections from the company which is a little over $16. Worst case scenario if projects hit struggle is the stock is fundamentally worth $10. I am assigning anywhere from 2x to 10x multiplier for strategic asset and the story. This is a stock who's backward metrics simply not capture its forward value, so to know it has any (and even fair) underlying value today makes me extremely bullish.
Buffett said think of the price as an offer that you can accept or deny. Also, see a lower price as good, because it will attract more buyers. A few other things I've learned that are helping me: The VAC South Carolina plant is the largest magnetics plant in the country, that the company is uranium hedged but more of a rare earth minerals play, which is exactly where the value is. I like the CEO buying a $1m of insider stock at this price earlier this summer. What's there to worry about? Just wish I got food poisoning two days ago. But, the future thesis is there and the call options are good.

I wish I ate shitty ass food 3 nights ago, puked for 2 days day, and then only felt well enough to buy today 😂 What's helping me is new info from my research. Learning that $MP got a sweetheart government deal and stock was up 50% overnight. $UUUU has not gotten their sweetheart deal yet. This is a call option on that deal. I heard the term "vertically integrated Western materials chain", which is exactly what this is. People are buying a long-term strategic flywheel for the new geopolitical world. I also studied the NAV projections from the company which is a little over $16. Worst case scenario if projects hit struggle is the stock is fundamentally worth $10. I am assigning anywhere from 2x to 10x multiplier for strategic asset and the story. This is a stock who's backward metrics simply not capture its forward value, so to know it has any (and even fair) underlying value today makes me extremely bullish.
Buffett said think of the price as an offer that you can accept or deny. Also, see a lower price as good, because it will attract more buyers. A few other things I've learned that are helping me: The VAC South Carolina plant is the largest magnetics plant in the country, that the company is uranium hedged but more of a rare earth minerals play, which is exactly where the value is. I like the CEO buying a $1m of insider stock at this price earlier this summer. What's there to worry about? Just wish I got food poisoning two days ago. But, the future thesis is there and the call options are good.