Company Notes

April 20, 2021

Q1 is not the hill to die on, it wont settle the debate; BUY, PT $63

By Vasily Karasyov

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April 15, 2021

Virtual NDR with the CEO & CFO on May 11

By Vasily Karasyov

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April 11, 2021

FOXAs hand in the dispute with FLTR; a hidden asset or a bargaining chip?

By Vasily Karasyov

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March 30, 2021

Going to Street-high estimates after a dive into Platform revenue; BUY; PT 650

By Vasily Karasyov

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March 21, 2021

Bears are wheeling out a straw man

By Vasily Karasyov

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March 13, 2021

May be wrong for a while but still… Initiating with a Neutral, PT $65

By Vasily Karasyov

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March 4, 2021

A refresher on Unified ID 2.0, the replacement for 3P cookies

By Vasily Karasyov

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March 2, 2021

A good house in a challenged neighborhood

By Vasily Karasyov

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February 28, 2021

Proof points piling up; raising PT to $80

By Vasily Karasyov

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February 25, 2021

Not getting DIS-intermediated: two things that mattered most in the Q4 report

By Vasily Karasyov

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February 24, 2021

FIRST LOOK

By Vasily Karasyov

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February 21, 2021

A clinic in dismantling a bear case; raising price target to $650

By Vasily Karasyov

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February 20, 2021

A year of positive catalysts is over, back to beat and raise now

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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February 18, 2021

FIRST LOOK

By Vasily Karasyov

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