ZETA — All updates

It is the company " Zeta Global". This is a marketing company. It is the company that many major brands use to help connect their assets, their digital assets, to where we will actually put them.

Let's say you have a picture that could be an advertisement on Instagram. It could be an advertisement on Facebook. It could be on Google. But where is the correct return on investment for that?

How much money will I spend? What return will I get ? All of these things. Zeta does this internal work. They do this using some of their own data. They have their own models.

Second stock I want to cover is Zeta Global. This is one of the newer positions in the Asymmetric portfolio, similar size company to Hims & Hers, about a $7.1 billion market cap, but another company that is just compounding their revenue growth steadily quarter after quarter.

Let's look at the trailing 12-month numbers, and you can see since the first quarter of 2024, compound annual growth rate 38%. Just a phenomenal growth rate, and that growth is ticking up. 36% over the past year.