6 Comments
Nov 6Liked by Guy Davis

Very interesting. One caveat is thats its listed in London (flows). I will deffo check it out, love dumpster diving.

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A UK listing has been brutal since Brexit, but has at least produced some very cheap stocks for us. I do think it will turn around at some point and maybe even uplifting to the NASDAQ could be a catalyst in the future for this type of business.

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Interesting! Sounds like a higher risk opportunity! Will do some more research. My knowledge on the marketing industry has become a bit dated.

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Yes, there is definitely risk there. I might be showing my naivety though, because I don't assess it anywhere near as badly as the market does.

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A turnaround in thus industry sounds difficult to me. The risk is always that the best people leave first. With AI being so popular it is somewhat surprising that the company has declining revenue.

Other advertising giants like Omnicom and WPP have not seen a decline in their share price.

Last but not least I think the company is fairly cyclical. Searching to add less cyclical / anti cyclical companies to my portfolio.

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Yes, even though I mention a turnaround in the article, I see it as much more industry cyclicality than a business turnaround needed.

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