SanDav
@Adj_3bitda
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Aurthor at Seeking Alpha https://t.co/CteyJCibao
Sweden
Joined July 2018
Called this out in my article writeup on $SEMR in July: "At this cheap valuation, SEMR remains an attractive acquisition target, which should help mitigate downside risk. Its competitors, Yoast and Moz were both acquired in the past few years." https://t.co/1XzaCk9cut
seekingalpha.com
Semrush faces AI and macro pressures, but strong growth, rising enterprise adoption, and solid FCF make valuation attractive. Find out why SEMR stock is a buy.
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Ziff Davis $ZD shares trade at 4x FCF while my SOTP analysis points to over 100% upside. The market is fixated on the ad-driven segments threatened by reduced search traffic and missing the growth and subscription engines. https://t.co/rbRTC5hIpe
seekingalpha.com
Ziff Davis posts softer Q3 with low-end guidance, deep value at 4x FCF, upside from a strategic review and capital deployment. Learn why ZD stock is a buy.
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Ziff Davis $ZD shares trade at 4x FCF while my SOTP analysis points to over 100% upside. The market is fixated on the ad-driven segments threatened by reduced search traffic and missing the growth and subscription engines. https://t.co/rbRTC5hIpe
seekingalpha.com
Ziff Davis posts softer Q3 with low-end guidance, deep value at 4x FCF, upside from a strategic review and capital deployment. Learn why ZD stock is a buy.
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Flywire $FLYW A niche payments processor with attached software demonstrating 20% underlying growth and strong operating leverage trading at 13xFCF https://t.co/xt3OS9oGSi
seekingalpha.com
Flywire's Q3 results came in well ahead of management's guidance, and full-year guidance was significantly raised. Click here to find out why FLYW is a Buy.
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Viant $DSP looking much more attractive here compared to peers like $MGNI and $TTD. Growing at over 20%, with increased AI offerings and over 50% revs coming from CTV https://t.co/0i2B6qgJxm
seekingalpha.com
Viant's headwinds in Q3 appear to be temporary, relating to the lack of political spending. Click here to see why DSP stock is a Buy.
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DoubleVerify $DV trades at 7xFCF with double-digit growth forecasted ahead. The proliferation of AI generated content and agentic commerce is set to drive demand for its products that can detect bots intending to shop vs those performing malicious activity https://t.co/ZiH7BZu6P1
seekingalpha.com
DV shares dropped over 50% YTD, but improved EBITDA and strong FCF outlook suggest value. See why DV stock is a Buy.
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The 20% decline in $DV appears excessive. Shares trading at just ~6x FCF. DD rev growth in a duopoly for ad verification and measurement. https://t.co/Ym9a2efc0A
seekingalpha.com
DoubleVerify stock is now a Buy with upgraded guidance showing 17% YoY growth and strong FCF valuation. See more on DV stock here.
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$MKTW Management guiding for 10% organic billings growth next year along with $45 million in FCF. The acquisition offer at $17.25/sh implies just a 6x FCF multiple. Ridiculously low-ball offer…
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$RELY's CEO on the preliminary FY26 guide "Overall, we want to be prudent and thoughtful, especially with the restrictive immigration stance we have seen as well as just the broader macro uncertainties."
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$RELY Q3 24 earnings call "we expect a low- to mid-20s revenue growth rate for 2025". Actual growth is poised to be >28%. Now with high-teens guided for 2026 during the Q3 25 call, given the typical conservativeness, I expect the actual result to be in the low-20s.
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$RDVT Strong execution continues, with impressive operating leverage at growth sustains above 20% https://t.co/KdFOE1Vy5U
seekingalpha.com
Red Violet posted underlying revenue growth in Q2 of 21%, with an adjusted EBITDA margin of 35%. Check out why I am maintaining my buy rating on RDVT stock.
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In this writeup on $THRY, I highlight why I'm remain bullish despite the high customer churn and weak FCF generation
$THRY trading at just 6x FCF from SaaS business. Management aims to double revenue over the next 5 years, mainly through upselling. https://t.co/NGv5hyI4Bi
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$THRY trading at just 6x FCF from SaaS business. Management aims to double revenue over the next 5 years, mainly through upselling. https://t.co/NGv5hyI4Bi
seekingalpha.com
Thryv Holdings, Inc. stock dips on slowed growth, but management targets strong SaaS revenue by 2030. Click for more on THRY stock prospects.
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$MKTW The acquisition price is way too low @ $17.25/share, roughly 7x FCF. Management was buying back stock at higher prices citing the attractive valuation. Hope retail investors are treated fairly here. @porterstansb
https://t.co/UaJ8NcoSeh
seekingalpha.com
MarketWise combines double-digit billings growth and aggressive shareholder returns with a 7.3x FCF valuation. Read more on the Buy thesis of MKTW stock.
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$MKTW The acquisition price is way too low@ $17.25/share. Management was buying back stock are higher prices citing the attractive valuation. Hope retail investors are treated fairly here. @porterstansb
https://t.co/UaJ8NcokoJ
seekingalpha.com
MarketWise combines double-digit billings growth and aggressive shareholder returns with a 7.3x FCF valuation. Read more on the Buy thesis of MKTW stock.
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From my @SeekingAlpha article on $JAMF this June: "there remains a possibility that the company gets bought out or sold to other private equity players. This likely limits downside risk from these levels". Shares up 40% since then https://t.co/czovvaEfeX
seekingalpha.com
Jamf shares are down 35% YTD, but with limited downside risk and a favorable valuation, this stock offers promising upside. See more on JAMF stock here.
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Riskified $RSKD looks interesting at less than 10xFCF, with double-digit growth ahead. Online payment fraud rates set to double with agentic commerce. https://t.co/pddvurXx5K
seekingalpha.com
Riskified's growth has been muted this year but is set to accelerate next year. Click here to find out what motivates me to rate RSKD a Buy.
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$BWMX at 5xFCF and 12% div yield reports Q3 earnings tomorrow
$BWMX Paying a mid single digit FCF multiple for a beauty and cosmetics business growing at double digits rates. 12% div yield
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$PAR Selloff Creates A Buying Opportunity In A Long-Term Growth Story https://t.co/gQlJMZv5bp
seekingalpha.com
PAR stock drops 40% YTD, but solid ARR growth and a strong deal pipeline signal upside. Read here for an in-depth investmetna anlysis.
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Agilysys $AGYS trades at 14x gross profit while $PAR trades at less than 8x. I definitely prefer $PAR here https://t.co/rJKzr9YzYt
seekingalpha.com
With net cash on the balance sheet amounting to $44 million, Agilysys is currently trading at an enterprise value of $3 billion. Read why AGYS stock is a Hold.
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