Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

Share this post

Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Zeta Holdings (ZETA)

Deep dive on Zeta Holdings (ZETA)

Jonah Lupton's avatar
Jonah Lupton
Sep 16, 2024
∙ Paid
Share

Paid subscribers to Jonah’s Growth Stock Deep Dives receive:

  • 2-3 deep dives per month (7,000+ words)

  • 1-2 mini deep dives per month (2,000+ words)

  • 15-20 quarterly earnings writeups (1,500+ words)

  • Investment models for 20+ holdings (updated quarterly)

  • Investment portfolio spreadsheet with all of my core holdings, non-core holdings, swing trades and hedges

  • Investment portfolio spreadsheet also contains real-time activity (buys, sells, adds, trims) plus real-time notes/commentary/charts throughout the day

My investment portfolio is up +235.8% in 2024, after being up +134.7% in 2023; now up more than 3,000% since January 2020 when I got back into investing full-time.


I’m doing my next webinar with TrendSpider on Tuesday, September 16th at 4:30pm EST, register at: https://us06web.zoom.us/webinar/register/WN_G4hNxEQwR8OTQ-oJlGwi3A#/registration


Company: Zeta Global

Ticker: (ZETA)

Website: ZetaGlobal.com

IPO date: June 10, 2021

IPO price: $10 per share

Current stock price: $27.52

Outstanding shares: ~239 million (dual share structure)

52-week high: $27.39 on September 05, 2024

52-week low: $7.38 on October 30, 2023

ATH: $27.39 on September 05, 2024

Market cap: $6.58 billion

Net cash/debt: ~$240 million (after the stock offering)

Enterprise value: $6.34 billion

Headquarters: New York, NY, United States

Number of employees: ~1,800

Average price target from analysts: $30.58


Investor Relations:

https://investors.zetaglobal.com/

Q2 2024 Earnings Report: https://investors.zetaglobal.com/news/news-details/2024/Zeta-Accelerates-Revenue-Growth-and-Achieves-the-Rule-of-50-in-2Q24/default.aspx

Q2 2024 Earnings Presentation: https://s202.q4cdn.com/623583957/files/doc_financials/2024/q2/2Q-24-Earnings-Supplemental.pdf 

Stock offering on September 4th: https://investors.zetaglobal.com/news/news-details/2024/Zeta-Announces-Pricing-of-Public-Offering-of-Class-A-Common-Stock/default.aspx

Increasing 2024 Q3 guidance: https://investors.zetaglobal.com/news/news-details/2024/Zeta-Increases-3Q24-Guidance/default.aspx

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jonah Lupton, Lupton Capital
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share