Company Notes

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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May 12, 2022

FIRST LOOK

By Vasily Karasyov

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May 11, 2022

Waiting for fireworks

By Vasily Karasyov

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May 11, 2022

A clean beat, the stock is worth a look

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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May 10, 2022

FIRST LOOK

By Vasily Karasyov

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May 10, 2022

Updating estimates following Q1 FY22 report

By Vasily Karasyov

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