And then finally, ZETA, software company with a big breakout on the weekly chart. We can see that. Looking for a little bit of a pullback a little closer to 25, but uh, has all the conditions we're looking for, uh, lots of strength.
I just don't want to buy this too close to this big red bar. I think we've gone through the midpoint of this, so I'm okay with it, but I'd like to get a little bit of a
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.