$Zeta Global(ZETA.US) price action is warranted today in my opinion.
Stock was trading at 3x sales growing 40% and just turned profitable with record operating margins after beating/raising the guide for 19 straight quarters.Felt held down due to SaaS narrative and a lack of understanding around their moat but at some point, growth can’t be denied and it is quite obvious that net income, FCF, and operating leverage is only going to go up.Well deserved and once again a lesson that patience can eventually pay and building a position when a company is executing but the price isn’t reflecting it can be a fantastic way to actually generate meaningful returns.Best part of last night’s call was Zeta said their forward guidance does NOT meaningfully include any growth from their partnership with $Palantir Tech(PLTR.US) Palantir which I also think will be very strong for them long term.Congrats to all shareholders!+12%Source: amit
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