TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 0:16 · $ZETA · Zeta Global: 25% growth, AI-powered ad platform trading at 10x 2028 FCF
episode briefing
Asymmetric Investing

A 10x Stock Hiding in Plain Sight | $ZETA

2026-02-26 · 1 company · 1 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“This isn't a company that I've covered a lot here, but it's one that I'm going to be covering likely more because it is a steady growth company growing in excess of 20%. They have high goals for data 2028... they continued a streak of beat…”
—travis hoium
now playing · $ZETA
$ZETA···bullish· high· postravis hoium
Zeta Global: 25% growth, AI-powered ad platform trading at 10x 2028 FCF
Zeta Global delivers durable 25%+ revenue growth with expanding margins, powered by an AI-driven advertising platform (Athena) that wins Fortune 100 'whale' customers; management…