Vital Farms, Inc. Common Stock

On [July 6th](https://commonstock.com/post/6a58c780-117a-4d37-af1d-c3f96cbfd880) Derek Spartz (@derekilab) wrote that Vital Farms wasn't getting any respect. His thesis was simple:
- $VITL's full year revenue guidance was great
- $VITL's stock was at its lowest level of the year
- The quarterly earnings call on August 3rd would remind the market how good the company was doing and the stock would spike

Today is August 3rd and Vital Farms reported:

- An earnings beat by $0.08
- Revenue topped estimates
- Net Revenue increase of +28.4% to $106.4 million


Today, $VITL is up +29%

I bought on July 7th, the day after Derek wrote his Commonstock memo. Since Derek's thesis was around earnings, I'll be exiting my position today.

Thanks for the great call Derek!
![Image upload](https://cdn.commonstock.com/94bba645b3b697825f6c28955da435bda58d8f2ccecc1ae8343e32957043315d-3214x1726.png?auto=format&w=748)

This is trading, not value investing, but we'll allow it.
![Image upload](https://cdn.commonstock.com/3083b4090d9bbac77ef489728df7a9f26bcfcdd3bef6bc598c02bf87ba718211-480x480.gif)

Valuation by McKinsey

Derek Spartz nails his Vital Farms call — $VITL +20%

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