This is the complete investment case behind my largest-conviction hold ($ZETA): 17% of my portfolio, $16.56 cost basis, up ~100%, and zero shares sold. Inside the report, you'll find - Why ROAS sits at the center of the entire pitch - The data moat that takes decades to replicate - Athena plus the OpenAI, Palantir, Snowflake, and AWS partnerships - My DCF and bear/base/bull scenarios running to 2031 I still think the market is underpricing this company, and the full reasoning is here 👇 You can find more reports like this inside of my FREE community (Link in bio!) https://summitcapitalco.substack.com/p/zeta-global-zeta-more-than-marketing
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Nate
@hoodnate · 1d
LETS GOOO
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