For those who want to learn more about how I personally approach an investment, I wrote it down. Paperback and E-book both available on Amazon.

Does $ZETA have a moat? Check it out 👇.

If you think I earned it, like and follow. And, if you are interested in learning more about how I personally approach an investment, I wrote it down. Paperback and E-book both available on Amazon.

And to put the quantitative right alongside our qualitative look at it all, we can even see the moat manifested in $ZETA's ever-increasing margins - a great sign of strength. 💪

All of this is to say that $ZETA has a series of competitive advantages. There are a string of operational and structural advantages built into the business that make it hard to compete with. That, my friends, is what we call a moat. 🏰

Advantage 6:. $ZETA is ahead of the pack. David Steinberg, CEO-.“. And quite frankly we’re probably eighteen months ahead of most of our competitors as it relates to agentic workflows, AI products, AI tooling. My goal is to continue to stay eighteen to twenty four months ahead

Advantage 5:. Does $ZETA compete with Amazon, Google, and Meta in the ad space?. Zeta is channel-agnostic. It can actually integrate with multiple platforms (Google, Meta, programmatic, CTV) to deliver omnichannel campaigns. It doesn’t compete directly with media giants but

Advantage 4:. The controversies surrounding data collection, use, and sharing are very charged, as they should be. $ZETA takes a permissioned approach to data handling and gathering. Data avenues like cookies are a dying breed, making legally-focused, permissioned data collection

Advantage 3:. David Steinberg, CEO (Q2 2025 Earnings Call) -.[Talking about competitors’ systems] “So the latency that is created by the stepping out of the platform to the algorithm to do a query and then stepping out of the algorithm to do a data dip back to the algorithm, back

Advantage 2:. It all starts with $ZETA's own first party data, a proprietary identity graph which holds roughly 240 million unique consumer profiles. If you already know your customer’s consumer personality, it becomes far easier to predict the products and ads that would

Advantage 1:. $ZETA is one of many marketing businesses out there. But unlike others, their business operates across the entire marketing cycle, from acquiring to growing to retaining. Offering a one-stop-shop where all parts of the marketing campaign are easily trackable by the

$ZETA is a fast-growing, agentic AI marketing company. But, here's the big question - does it have a moat?. This is a vital question that needs definitive answering before any investment. Ensuring that competitive advantages exist that will keep customers coming to Zeta instead

$ZETA.

3/3.“We have found that clients utilizing us for all three use cases [acquisition, growth, and retention] start a flywheel that leads to substantially better return on investment, higher Net Promoter Score, and a stickier customer that broadens their use of the platform over

2/3.$ZETA's model perpetuates on itself, a flywheel effect where more users means a better product, and a better product means more users. With a subscription-based model, this is exactly what we want.

1/3.As an investor, I like to focus on business models where their individual components feed off one another like symbiotic organisms using each other to grow and prosper. A self-perpetuating ecosystem is what I'm after. In that light, $ZETA's AI-driven marketing platform is an

Feedback welcome! An interesting picture for sure!.

$BN Brookfield Corporation has been steadily increasing the amount of capital it returns to shareholders over the years on a per share basis (excluding special distributions).

$AMD issued very strong guidance in their latest earnings release. But the guidance did not include any possible sales to China, as the application process was still underway with the US government. As of yesterday, $AMD and $NVDA have agreed to pay the US government 15% of.