Ziff Davis up 20% one earnings. Forward PE was 5.5x despite EPS and revenue growth. Who said you can't make money with value stocks? $ZD
Ram Ahluwalia CFA, Lumida
Ram Ahluwalia CFA, Lumida2.7.2025
SMALL CAP SUMMER Small caps trounced large cap tech. Mean reversion in full force. Big Bold Beautiful bill helps Breadth Expansion. Cruise: $NCLH Banks: $WAL $LOB $FLG $CFG $LOCO $EAT REITs: $PK $ARE Retailers: $ANF Mispriced: $ZD Take a look at the free cashflow yield for starters for many of these, EPS growth etc.
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