Company Notes

August 9, 2022

FIRST LOOK

By Vasily Karasyov

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August 8, 2022

Correction

By Vasily Karasyov

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August 8, 2022

FIRST LOOK

By Vasily Karasyov

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August 5, 2022

Step by step

By Vasily Karasyov

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August 3, 2022

FIRST LOOK

By Vasily Karasyov

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August 3, 2022

Maintain Neutral rating as things are going as expected

By Vasily Karasyov

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August 3, 2022

FIRST LOOK

By Vasily Karasyov

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July 30, 2022

Its darkest before the dawn, but the dawn still needs to come

By Vasily Karasyov

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July 28, 2022

FIRST LOOK

By Vasily Karasyov

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July 13, 2022

Minor tweaks to Q2 estimates

By Vasily Karasyov

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June 22, 2022

Downgrading to Neutral: not the right market for the story

By Vasily Karasyov

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June 10, 2022

Model update

By Vasily Karasyov

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June 5, 2022

Programmatic shopper marketing: a primer, TAM and why it matters

By Vasily Karasyov

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May 15, 2022

Platform+ continues to grow, still ways to go to help the valuaiton

By Vasily Karasyov

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May 13, 2022

Less complexity and higher Ebitda

By Vasily Karasyov

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