Company Notes

September 24, 2021

Dont be surprised by political again; estimating the contribution in FY22

By Vasily Karasyov

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September 19, 2021

About “this is the next ROKU” argument… Initiating coverage

By Vasily Karasyov

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August 17, 2021

Model update

By Vasily Karasyov

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August 16, 2021

Model update

By Vasily Karasyov

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August 11, 2021

On pause, probably until M&A heats up

By Vasily Karasyov

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August 10, 2021

FIRST LOOK

By Vasily Karasyov

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August 10, 2021

Back on track; BUY, price target $105

By Vasily Karasyov

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August 10, 2021

Updating estimates following Q1 FY22 report

By Vasily Karasyov

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August 9, 2021

FIRST LOOK

By Vasily Karasyov

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August 6, 2021

The only way to disprove the bear case; here is what happens next

By Vasily Karasyov

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August 5, 2021

FIRST LOOK

By Vasily Karasyov

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August 5, 2021

We must be looking at different Q2 reports…

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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August 4, 2021

FIRST LOOK

By Vasily Karasyov

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August 4, 2021

The can has been kicked down the road today

By Vasily Karasyov

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