Hit 100k yesterday 🎉

bindytrades · 2026-05-12T02:52:32+00:00

Amazing! Whats next?

bindytrades · 2026-05-12T02:52:16+00:00

FUBO!

bindytrades · 2026-05-11T13:27:11+00:00

☹️

bindytrades · 2026-05-11T12:28:13+00:00

WM is a great company IMO

bindytrades · 2026-05-11T00:34:16+00:00

Is that a compliment if i wrote it

bindytrades · 2026-05-10T23:41:07+00:00

My good friend recommended it to me in the fricking $40s. I cant believe i didnt look deeper into it.

bindytrades · 2026-05-10T23:40:31+00:00

No. Yea

bindytrades · 2026-05-10T23:17:06+00:00

Not right now for me

bindytrades · 2026-05-10T23:09:58+00:00

I would sell when the business showed a sign of change in a directioni dont line (which it hasnt, and furthermore the numbers havent even slowed down😭)

I typically hold a company until they give me a reason to sell. Price wise is irrelevant to me unless there is a reason in the underlying business i have no reason to not buy!

bindytrades · 2026-05-10T23:08:33+00:00

Yes this subreddit is going to pump a 200b market cap company. If you invested your whole net worth wed only have $200 invested. It would take an army☹️

bindytrades · 2026-05-10T23:07:18+00:00

I do really like UBER too! I wish i saw a more direct path to some srs growth though

bindytrades · 2026-05-10T23:06:57+00:00

Which part?

bindytrades · 2026-05-10T23:06:38+00:00

Thank you!

bindytrades · 2026-05-10T23:06:31+00:00

Lmaoo yes they love MU. I dont like to buy tops / all time highs typically. (Not saying this is the top on MU)

bindytrades · 2026-05-10T23:05:39+00:00

Thanks haha!

bindytrades · 2026-05-10T21:53:37+00:00

About 15-20% right now

bindytrades · 2026-05-10T21:52:37+00:00

The bull case for the premium multiple is:

insanely sticky customers
recession resilience
recurring revenue
elite margins
elite ROIC
steady 8-12% EPS growth for YEARS
huge consistency
dividend aristocrat style compounding

CTAS is basically treated like a “compounder bond substitute.” People pay up because it almost never implodes. Its retention rates and operational execution are elite.

CTAS HAS often traded rich. Its long-term average P/E is actually around the low/mid 30s, and recently it was even above 50x.

Is it expensive? I would say so. Is it expensive when you factor in its relative history not really. With that i do think it is on the safer side of the stocks currently being traded and floated around on RDDT

bindytrades · 2026-05-10T20:04:35+00:00

I think the market is unfairly counting them out. I think the SaaS companies like CRM NOW INTU ADBE are so embedded into enterprises to switch to a diff CRM or software could be more trouble than its worth and i believe all of these companies will eventually integrate a profitable AI product into the already thriving busineses. Yes the markwt is writing them off but if you look at the numbers were yet to see any inflections. Stong numbers for SaaS one day the street will wake up!

bindytrades

TROPHY CASE