I’m evaluating ZETA as a potential long-term investment and considering allocating a significant portion of my portfolio (~42k CAD).
From what I’ve reviewed so far, the company shows strong revenue growth and operates in data-driven marketing software, but before committing heavily I want to pressure-test the thesis.
Would appreciate insights on:
• Long-term growth potential
• Valuation vs fundamentals
• Competitive risks or red flags
Looking for objective perspectives from those who’ve analyzed the company.