• GehlotGehlot
      ·08-06 06:04
      $Zeta Global Holdings Corp.(ZETA)$   $ZETA: Strong Execution Finally Being Rewarded by the Market: In my view, today’s move in $ZETA is fully justified. The company was trading at just around 3x sales despite delivering roughly 40% revenue growth, recently achieving profitability, posting record operating margins, and extending its streak of 19 consecutive beat-and-raise quarters. For a long time, the stock appeared to be weighed down by the broader SaaS sentiment and a lack of appreciation for the strength of its competitive moat. However, there comes a point where consistent execution becomes impossible to ignore. With improving net income, free cash flow, and operating leverage, the business looks well positioned for continued earnin
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    • GehlotGehlot
      ·08-06 06:04
      $Zeta Global Holdings Corp.(ZETA)$   $ZETA: Strong Execution Finally Being Rewarded by the Market: In my view, today’s move in $ZETA is fully justified. The company was trading at just around 3x sales despite delivering roughly 40% revenue growth, recently achieving profitability, posting record operating margins, and extending its streak of 19 consecutive beat-and-raise quarters. For a long time, the stock appeared to be weighed down by the broader SaaS sentiment and a lack of appreciation for the strength of its competitive moat. However, there comes a point where consistent execution becomes impossible to ignore. With improving net income, free cash flow, and operating leverage, the business looks well positioned for continued earnin
      44Comment
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