Entravision: Another Whale Has Emerged
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer, which accounted for 36% of Q1 revenue.
Entravision’s Q1 filings contain a new footnote disclosure pointing to a potential second large advertiser beyond its Hong Kong customer, which accounted for 36% of Q1 revenue.
Entravision’s path from a $9 Spanish-language broadcaster to a $100 adtech stock rests on an adtech-driven valuation model.
NLOP’s selloff after a weak KBR property sale has created a high-potential IRR entry point.
Priority Technology received an opportunistic buyout proposal, with its business better suited to remaining public absent a much higher…
IMMR · long Immersion Corp. (IMMR) is presented as trading at a 121% discount to estimated fair value, with a projected 100%+ return within months.
BNO · long United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
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