Yesterday, I published my review of Zeta’s 2025 Investor Day!
The company announced many interesting products and talked of their recent $325M acquisition of Marigold.
In this report, I will present a new valuation model that takes into account the acquisition and the newly revealed AI products.
For a full analysis of Zeta, I suggest you read the Investment Case I published about a month ago.
Let’s go.
1. The Bull Case
2. Valuation Model
3. Conclusion
1. The Bull Case
After Investor Day, the Bull Case is quite clear.
Firstly,