All Reports

May 6, 2021

FIRST LOOK

By Vasily Karasyov

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May 6, 2021

We are finally here; what FOXAs hand in the arbitration with FLTR looks like

By Vasily Karasyov

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May 5, 2021

FIRST LOOK

By Vasily Karasyov

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May 5, 2021

This wasnt great, but it isnt over; a brief history lesson included

By Vasily Karasyov

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April 23, 2021

Potential upside drivers are too fragmented for the stock to work at this point

By Vasily Karasyov

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April 23, 2021

A small group meeting with Jeff Green, CEO, Founder & Chairman

By Vasily Karasyov

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April 22, 2021

FIRST LOOK

By Vasily Karasyov

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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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