张拓自由生活
· 德国
$超视野传播(EVC)$ 极度低估：amazing quarter from Smadex, ad tech business. Even with decline in the media business. +104% YoY Revenues and $30-$40m EBITDA run rate trading at <10x EV/EBITDA. Heading into a political year for 2026 midterms.
$超视野传播(EVC)$ 极度低估：amazing quarter from Smadex, ad tech business. Even with decline in the media business. +104% YoY Revenues and $30-$40m EBITDA run rate trading at <10x EV/EBITDA. Heading into a political year for 2026 midterms.