B · MEDIUM conviction · SWING · 2026-08-19
11.81Entry reference
12.99Model target
30.0Max hold (days)
15.0%Model allocation
Baldew Ruben · CFO
CFO Baldew put in $335K on Aug 19 at essentially the current price, raising his stake 8% — real C-suite money and current price is right at his cost basis. Profitable with $128M FCF and sitting near MA20/MA50 at 31% off the 52w low, RSI 47, but revenue is contracting -3.1% YoY and it's a single-insider buy. Decent but imperfect — small swing position targeting +10%.
Watch: Revenue declining YoY; heavy debt load ($2.3B vs $273M cash); single insider, no cluster; consumer defensive sector slightly lagging SPY.