Domingo Álvarez

@FunOfInvesting Wtf

Took a big 2028 leaps position on $SOFI Tevis 🤝 Anthony Noto

$MELI DIRECTOR BUYS ~$1M OF STOCK AT $1,655 PER SHARE

@VJNCapital Rddt

You have to choose one of these growth stocks to hold over the next 5 years. Which one do you pick? 1. $NOW 61x 2. $RDDT 40x 3. $HOOD 36x 4. $SOFI 35x

@apex_actuary Cheap af

$DLO -9% backtesting support With a P/E ratio of 18 while growing top and bottom lines, this discount won’t last long.

@TheLongInvest @mtbert $tmdx ceo added at $119 😅

CEO of $OSCR added at $11.57 a few weeks ago $12 mill worth On the cusp of doubling his investment now in less than 6 week Watch their actions $SOFI CEO added at $17 $UNH CEO added at $250 @mtbert

@Biotech2k1 Pretty cheap, it's hard to find a better deal

Company Profile: Zeta Global Holdings Corp. (ZETA) Attribution: I used Notebooklm to build the profile and Grok to build the DCF models using my conservative assumptions. 1. Management Quality and Governance Zeta is led by a management team with decades of experience in technology, information security, and enterprise growth. The company's Co-Founder, Chairman, and CEO, David A. Steinberg, is considered critical to the firm’s strategic direction and maintains significant control over the organization. As of late 2025, Steinberg and his affiliates held approximately 52.1% of the total voting power, qualifying Zeta as a "controlled company" under NYSE rules. Management has demonstrated a track record of consistent execution, achieving 18 consecutive quarters of "beat and raise" performance as of the end of 2025. The leadership team also includes Christopher Greiner (CFO) and Steven Gerber (President), both of whom have extensive backgrounds in scaling technology enterprises. The company’s technical leadership, including the CIO and CISO, possess advanced degrees and certifications in cybersecurity and computer science, overseeing a robust "Defense-In-Depth" security strategy. 2. Growth and Potential Zeta's growth is driven by its Zeta Marketing Platform (ZMP), an AI-powered cloud platform that leverages a proprietary data set of over 245 million individuals in the U.S. to predict consumer intent and automate personalized marketing. Growth Strategy: The company employs a "land, expand, extend" sales model, focusing on moving customers from "scaled" status (at least $100,000 in TTM revenue) to "super-scaled" status (at least $1,000,000 in TTM revenue). Strategic Acquisitions: Zeta has accelerated its capabilities through the acquisition of LiveIntent, which strengthened its identity graph, and Marigold’s Enterprise Business, which expanded its customer base in the premium enterprise sector. Market Expansion: The company is expanding into international markets (Europe, Australia, and New Zealand) and the B2B sector. 2028 Targets: Management has set ambitious long-term targets, including a revenue goal of $2.3 billion+ and an Adjusted EBITDA target of $573 million+ by 2028, representing a projected 23% revenue CAGR. 3. Financial Highlights Zeta has reached a period of significant scale, surpassing $1 billion in annual revenue in 2024 and continuing to grow in 2025. FY 2025 Performance: Revenue reached $1.305 billion, a 30% year-over-year increase. Profitability Metrics: While Zeta reported a GAAP net loss of ($31.5 million) in 2025, this was a marked improvement from the ($69.8 million) loss in 2024. The company is guiding to positive GAAP Net Income in 2026. Adjusted EBITDA: FY 2025 Adjusted EBITDA was $279 million (21.4% margin), up from $193 million (19.2% margin) in 2024. Cash Flow: Free Cash Flow grew 78% year-over-year to $165 million in 2025. Customer Economics: The number of super-scaled customers grew to 184 in 2025, and their Average Revenue Per User (ARPU) reached $6.2 million. 4. Risk Assessment Despite its growth, Zeta faces several internal and external risks that could impact its future performance: Customer Concentration: The company’s top ten customers account for more than one-third of its total revenue, and one customer represents more than 10% of total revenue. Regulatory Pressures: Zeta is subject to an evolving landscape of data privacy laws (such as GDPR, CCPA, and the upcoming California Delete Act) and AI regulations (such as the EU AI Act), which may limit data collection or increase compliance costs. Market Competition: The digital marketing industry is intensely competitive and fragmented, with Zeta competing against large marketing clouds (Adobe, Salesforce) and specialized point solutions. External Attacks: In November 2024, a short-seller report caused a significant decline in the stock price and led to multiple putative class action lawsuits, which the company is currently defending. Cybersecurity: As a data-driven platform, Zeta is a target for cyberattacks and data breaches, which could cause irreparable reputational harm and legal liability. Macroeconomic Factors: Fluctuations in interest rates and general economic uncertainty (including potential tariffs) could impact customer marketing budgets. 5. DCF Calculation Table

El momento en que Willem Dafoe pilló por sorpresa a Alfred Molina en el rodaje de Spider-Man 2 ya es pura leyenda.

This scene is powerful. 15 seconds, not a single word, just a simple look and you understand the whole meaning behind it. Sam Raimi, you are that man.

Sam Raimi made a cultural masterpiece with this film. Spider-Man is one of the best comic book adaptations in cinema history. We had it so good in 2002 & probably didn’t appreciate it enough. Seeing this film in a theater as a kid was a religious experience. This is my Spider-Man

I need Sam Raimi to make Spider-Man 4 Have Tobey Maguire’s Spider-Man fight Lizard finally after so much build up in the original trilogy 🦎

Willem Dafoe surprises Alfred Molina on the set of Spider-Man 2 (2002)

$COIN Hopefully the start of a much higher move. @everyone

@Tautilas 🤞

The premiere of Spiderman (2002)

@hypergrowth102 @tj_4five8 Goat

@tj_4five8 Yes. 28x

Portfolio update as of 1 minute ago- $HIMS 80.92% $PRME 11.51% $ABCL 7.58%

@Tautilas 🚀

You know he’ll buy the big bounce, not the dip 😂

CZ is a scammer

POV: Bitcoin, Gold and Silver are all crashing at the same time but I have no stress because I already lost everything in 2025

@BMNRTracker 🤞

SAVVVVEEEE MEEE