Professional
Added to YB: 2021-07-01
Pitch date: 2021-07-01
MKTW [bullish]
MarketWise, Inc.
-89.69%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
MarketWise, Inc. operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.
Market Cap
$41.3M
Pitch Price
$155.15
Price Target
N/A
Dividend
4.68%
EV/EBITDA
-2.66
P/E
6.71
EV/Sales
-0.63
Sector
Capital Markets
Category
growth
Greenhaven Road New Position - MarketWise (MKTW)
MKTW: Profitable digital financial content biz at 12% normalized FCF yield. 20yr track record, 86% gross margins, 56% Q1 rev growth, 90%+ retention. Trades at 4x fwd sales vs 15x+ for inferior SaaS. Big growth oppty in 10M free sub conversions. Risks: legal, competition, talent drain.
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