home um at one point that stock was |
5.519 |
Jump to 13.92 |
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trading at over 25 times forward sales |
6.4 |
Jump to 16.56 |
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now it's 12. so the question is um |
4.961 |
Jump to 19.439 |
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company that has 4 million customers and |
4.239 |
Jump to 26.88 |
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their websites there's something like 40 |
4.239 |
Jump to 38.16 |
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million uh paying customers there so |
4.16 |
Jump to 40.239 |
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they basically have a 10 penetration of |
3.921 |
Jump to 42.399 |
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where they really did benefit by a first |
3.839 |
Jump to 76.32 |
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kind of a a second or third player |
3.919 |
Jump to 97.52 |
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the next say six to 12 months sure so |
4.4 |
Jump to 119.6 |
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first of all i think most people now |
4.32 |
Jump to 122.079 |
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expected in the fourth quarter i think |
2.88 |
Jump to 135.2 |
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reported over the next 24 hours um |
4.081 |
Jump to 141.599 |
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that'd be point number one point number |
5.2 |
Jump to 143.84 |
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two all this focus on you know uh uh |
5.76 |
Jump to 145.68 |
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still has the best first party data and |
4.08 |
Jump to 163.68 |
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about 11 billion dollars next year on on |
6.16 |
Jump to 169.12 |
MONEY
about 11 billion dollars
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11 times kind of forward ebitda which |
5.28 |
Jump to 185.36 |
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more like it 15 and a half so you've got |
4.961 |
Jump to 198.239 |
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the stock at one of the widest valuation |
5.36 |
Jump to 200.879 |
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