“4 Incredible Stocks I Love Today”
Zeta Global is a buy: strong revenue growth (38% CAGR) and expansion into business intelligence and new markets justify its valuation.
Second stock I want to cover is Zeta Global. This is one of the newer positions in the Asymmetric portfolio, similar size company to Hims & Hers, about a $7.1 billion market cap, but another company that is just compounding their revenue growth steadily quarter after quarter.
Let's look at the trailing 12-month numbers, and you can see since the first quarter of 2024, compound annual growth rate 38%. Just a phenomenal growth rate, and that growth is ticking up. 36% over the past year.