Zeta Global Holdings WKN: A3CR1U ISIN: US98956A1051 Kürzel: ZETA Forum: Aktien User: Solix
Jim said he got a lightning round call about Zeta last week and didn’t know about them, so they reached out. Explained what they do as best he could, noted it’s complex. David established they are a unique one-stop shop for marketers that can compete with $CRM $TTD etc. David then noted they can be an alternative to $GOOGL and $META , but that they also plug into them. Jim said he was surprised where they trade given Zeta’s Sales CAGR. Acknowledged there was a short piece, but that “he understands there’s stuff on the short and long side” (essentially I won’t touch that) David noted peers trade at 20x sales+ while Zeta is like 3x David added “you can make up anything and get it published” Continued to note they had top auditors sign off on their financials and Washington data experts audit their processes to refute the short seller claims Cramer ended noting the investor disconnect is likely due to the complex biz.
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| 1 | Zeta Global Holdings | ||
| 2 | $ZETA | ||
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| 3 | NVIDIA Hauptdiskussion | +0,20 % | |
| 4 | Svitzer Group | ±0,00 % | |
| 5 | Critical Metals: Grönland - Tanbreez seltene Erden | +0,28 % | |
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| 7 | IRIDIUM COMMUNICATIONS Hauptdiskussion | +0,43 % | |
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| 10 | OTL nach dem RS 1:20 | -0,26 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | RHEINMETALL Hauptdiskussion | -0,01 % | |
| 2 | Diginex | -2,31 % | |
| 3 | NVIDIA Hauptdiskussion | +0,20 % | |
| 4 | Svitzer Group | ±0,00 % | |
| 5 | Critical Metals: Grönland - Tanbreez seltene Erden | +0,28 % | |
| 6 | FIRST GRAPHENE Hauptdiskussion | ±0,00 % | |
| 7 | IRIDIUM COMMUNICATIONS Hauptdiskussion | +0,43 % | |
| 8 | Groupon | -0,40 % | |
| 9 | NEL ASA Hauptdiskussion | ±0,00 % | |
| 10 | OTL nach dem RS 1:20 | -0,26 % | Alle Diskussionen |