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Ziff Davis steeg met 20% na de winst.
De verwachte koers-winstverhouding was 5,5x ondanks de groei van de winst per aandeel en de omzet.
Wie zei dat je geen geld kunt verdienen met waarde-aandelen?
$ZD
2 jul 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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