Company Notes

February 3, 2022

A look at the sequence of events in FY22; BUY

By Vasily Karasyov

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February 2, 2022

FIRST LOOK

By Vasily Karasyov

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February 2, 2022

Keeping bears at bay, one quarter at a time

By Vasily Karasyov

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January 19, 2022

Food for thought for bulls and bears; reiterate BUY

By Vasily Karasyov

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January 8, 2022

Growth vs. complexity; initiating coverage

By Vasily Karasyov

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January 7, 2022

A small group meeting with the CEO & CFO on February 9th

By Vasily Karasyov

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December 24, 2021

Model update

By Vasily Karasyov

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December 16, 2021

Introducing Q1 FY22 estimates, updating costs assumptions

By Vasily Karasyov

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November 29, 2021

Still waiting for a thesis

By Vasily Karasyov

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November 20, 2021

A $5bn ad tech secret waiting to be discovered; initiating coverage

By Vasily Karasyov

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November 12, 2021

Updating estimates and price target

By Vasily Karasyov

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November 11, 2021

Adjusting Q4 estimates

By Vasily Karasyov

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November 10, 2021

Moving close to bulls vision

By Vasily Karasyov

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November 10, 2021

Adjusting estimates following Q3 FY21 report

By Vasily Karasyov

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November 9, 2021

FIRST LOOK

By Vasily Karasyov

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