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- CENTS ADTECH STOCK STARTS UP 17% THIS YEAR🚀
Happy New Year! We hope you had a wonderful holiday season. As we start the new year, we wanted to highlight an exciting development in the Adtech industry. A Cents Adtech company has had a strong start to the year, with its stock up 17% in the first few days of trading. This is a promising sign for the company, which has faced its share of challenges in the past year. We'll be keeping an eye on "👀" and will continue to provide updates on its performance in the coming weeks.
📣 As a reminder, if you’re an accredited or serious investor looking for a community of serious intelligent stock investors head over to centsinvest.com and get 30 days FREE!
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The GS Hedge Fund VIP index relative to the SPX was down for the second year in a row posting its worst year on record surpassing the 2021 record. HF re-leveraging has not started.
— Jordi Visser (@jvisser_weiss)
2:17 PM • Jan 3, 2023
Went to Disney World over the holidays. ~$150/day/guest.
Fun but SO much waiting. Some lines were 5+ hrs!!
But at least it's egalitarian & rich people have to go thru the same waiting as everyone... right?
Nope. Here's how you can "buy" a better experience... 🧵 http
— Justin Oh (@acouplecents)
2:05 PM • Jan 5, 2023
Inflation peaked. But it is not the last peak of this cycle. We are likely to see CPI lower, possibly negative in 2H 2023, and the US in recession by any definition. Fed will cut and government will stimulate. And we will have another inflation spike. It's not hard.
— Cassandra B.C. (@michaeljburry)
4:24 AM • Jan 2, 2023
Damar Hamlin FaceTimed into our team meeting today to talk to players and coaches.
What he said to the team: “Love you boys.” ❤️
— Buffalo Bills (@BuffaloBills)
3:24 PM • Jan 6, 2023
Trends In Focus
"👀" is up on this news roughly 9%. "👀" is now up to $29.13/share as of today (1/6) and the question is what are my thoughts for the company and stock moving forward. "👀" has been going up recently on the speculation of Bing becoming more relevant with Chatgpt and as a result "👀" getting more revenue from search. "👀" has been a strategic partner with Bing since 2010 and last year won an award from Microsoft advertising as supply-side partner of the year.
If you back out Cash, which is roughly 1/3 of "👀" market cap, they are actually trading closer to 9X EV/E and about 7X EV/FCF. Still relatively cheap, however due to the company being headquartered in "👀" and being in Adtech in an uncertain macro environment, having low multiples is to be expected.
To read more and learn what stock "👀" is click here.
Beer segment remains strong, beating sales estimates, but some signs of concern in missing depletion rate estimates. That being said, the company reported they continue being the top share-gainer in the beer segment. In the past quarter depletion growth was 6% vs. 9% estimated, and operating margin fell 380 bps on inflation in materials/packaging/logistics costs as well as incremental operating costs from brewery capacity expansions and sports advertisement investments. Read more here.
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