DrP

2 Comments

Joined September 2025

Comment on article Vivid Seats: Forging Long-Term Value Through Operational Discipline and Tech Edge (NASDAQ:SEAT) October 19, 2025

So what do you think the Enterprise value or stock price should be once they turn ebitda positive and customer acquisition cost is relatively lower keeping in mind even if revenue starts to flatline my base case think this really should reflect a 1 X price to sales even if sales plateau

1 points Article

Comment on article Cardlytics' Strategic Reimagining: Forging New Paths to Profitability (NASDAQ:CDLX) September 10, 2025

Any thoughts on a current range for $cdlx valuation right now and over the next 1-2 years? What do you think a realistic value would be if bought out in the next year? Thanks

2 points Article