Company Notes

November 2, 2021

FIRST LOOK

By Vasily Karasyov

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October 26, 2021

Virtual Non-Deal Roadshow with the CFO on December 8th

By Vasily Karasyov

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October 18, 2021

Updating estimates, raising price target to $51

By Vasily Karasyov

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October 17, 2021

Virtual Non-Deal Roadshow with the CFO on December 8th

By Vasily Karasyov

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October 16, 2021

Our thesis will be tested; a look at what may happen

By Vasily Karasyov

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October 3, 2021

Benefits from political spending in FY22 are not entirely understood

By Vasily Karasyov

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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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