5/7/24 - $olo - dip buyer only, but would like to own decent eps

5/7/24 - vrockstar - 2ish times sales, inflecting profitability, not a cash burner (by a large mgn), 20% cagr top line growth... this is defn a buy. HOWEVER, it's not a must own into this print, consider their customers that are thriving on the rates and bidenomics. i'd look to dip buy this ONLY after a print that's a pass but "not good enough". any beat that results in a pop i'd not be chasing and simply keep it on the watch list. like the growth, like the name/ solution, but in this tape i need discounts on small-tech only. targeting a buy in the 4.25-4.35 area, ideally. below $4 and you can go large.