In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].
You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.
Company: ironSource
Ticker: $IS
Website: www.is.com
IPO date: June 29, 2021 via SPAC
Current stock price: $6.00
Outstanding shares: ~1.015 billion shares
52 week high: $13.14 on November 11, 2021
52 week low: $5.69 on February 17, 2022
Market cap: $6.1 billion
Enterprise value: $5.6 billion
Headquarters: Tel Aviv, Israel
Number of employees: 800+
Investor Relations [click here]
Q4 2021 earnings report [click here]
Q4 2021 earnings presentation [click here]
Q4 2021 earnings call transcript [click here]
24th Annual Needham Growth Conference, January 2022 [click here]
Outline
Background
Opportunity
Technology
Revenue Model
Customers
Competitive Advantages
Management
Culture
Financials
Key Metrics
Optionality
Risks
Ownership
Valuation
Analysts
Technicals
Conclusion