ZETA

"added Zeta Global in the past year in the East as a metric portfolio. This has always been an AI play. But here's what's different about Zeta Global versus a lot of the other companies out there today. The valuation is much much more attractive. 3.3 times sales."

"I think if you're an investor, the upside is with Zeta because this is going to drive growth, it's going to they're going to kind of be able to ride Palantir's tailwinds and you have that multiple expansion opportunity."

"Zeta Global, a marketing cloud company, and Palantir are going to be working together to build the enterprise AI infrastructure layer that connects operational intelligence, consumer intelligence, and marketing execution."

"I'm going to take this mostly from a Zeta lens cuz I don't think this is going to have a massive impact on Palantir's business over the next few years. Palantir also a much bigger business from a market cap perspective. A little different upside potential for them than there is with Zeta. But, when you look at Zeta, this is one of the stocks that I own. This is one of the things that I think is important for Zeta."

"So, if we continue to see this strong revenue growth, even if margins don't follow, that's going to be good for Zeta."

"I think the upside is with the better value play that is Zeta Global. I think this is pretty big news for them. We'll see how this plays out over the next few quarters, but this is another one of the reasons that I like Zeta Global long-term."

"Huge announcement this morning from Zeta and Palantir. Zeta's actually going to be putting their platform on top of Palantir."

"And the final one is one that I do own. Started buying shares of Zeta Global last year, and this is one that I'm excited to add some position because the revenue growth is absolutely phenomenal."

"Okay, Zeta still around $20 per share."

"Zeta [566s] Global is a company that I recently [568s] started adding to the asymmetric [569s] portfolio. Still a relatively small [571s] company, $5 billion company. You can see [574s] the enterprise value to sales. Let's [575s] look on the forward basis. So, we're [576s] consistent here. 2.4. So, relatively low [579s] enterprise value to sales."

"Zeta Global really quietly on Monday made, I think, two really big announcements that investors should be paying attention to."

"I think Zeta is one of these companies where if you look at their financials, they are a phenomenal growth company, and right now, they're actually a pretty cheap."

"Uber and Lyft, on holding Alphabet, Hims & Hers, Duolingo, and Zeta Global. There's a little bit of AI sprinkled in there, but there's a value AI as opposed to the companies that are really, really hyped by the market today."

"Final company is Zeta Global. Zeta Global is another one of these companies. AI tailwinds, just a $4 billion market cap. This can be a much much bigger company."

"So the seven stocks that we went over today, Uber and Lyft on holding, Alphabet, Hims & Hers, Duolingo and Zeta Global."

"That's how you potentially expand the total addressable market for Zeta."

"Today, I'm going to dig into exactly why as we deep dive into Zeta Global. This is a stock if you're not aware of this company, I think it's worth keeping an eye on, especially in an age of AI."

"So, how can Zeta be a 10x stock over the next 10 10 years, potentially even better than that?"

"Companies are going to continue to define Big companies especially are going to continue to need to find new customers. And Zeta is one of the companies that's going to be able to do that more effectively than others with all their data, all of their AI tools. So I think investors buying today have a phenomenal risk reward with Zeta. That's why I continue to add it to the Asymmetric portfolio. I really increased that position significantly in May."

"Companies growing this quickly often trade for five times 10 times that. So just multiple expansion alone could drive significant gains for the stock. Price to free cash flow is just 23. Not quite a value territory, but there's not a lot of companies that are trading for 23 times cash flow that are growing at 30, 40, 50%. That's exactly what we see with Zeta."