U.S. Media Undervalued based on future growth

John Wiley & Sons

Market Cap: US$2.0b

A publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and internationally.

Playtika Holding

Market Cap: US$1.6b

Develops mobile games in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Ziff Davis

Market Cap: US$1.3b

Operates as a digital media and internet company in the United States and internationally.

Stagwell

Market Cap: US$1.3b

Provides digital transformation, performance media and data, consumer insights and strategy, and creativity and communications services in the United States, the United Kingdom, and internationally.

Hello Group

Market Cap: US$1.1b

Provides mobile-based social and entertainment services in the People’s Republic of China and internationally.

DoubleDown Interactive

Market Cap: US$451.4m

Engages in the development and publishing of casual games and mobile applications in South Korea.

Zhihu

Market Cap: US$356.0m

Operates an online content community in the People’s Republic of China.

Thryv Holdings

Market Cap: US$273.2m

Provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

Gambling.com Group

Market Cap: US$244.3m

Operates as a performance marketing company for the online gambling industry in North America, the United Kingdom, Ireland, rest of Europe, and internationally.

Travelzoo

Market Cap: US$82.8m

Operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.