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U.S. Media Price disconnect

Results

15

0 new

Stocks which the market has priced substantially different to their cash flows, which could imply risk.

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15 companies

AppLovin

Market Cap: US$108.4b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

APP

US$334.24

7D

4.3%

1Y

-43.6%

Reddit

Market Cap: US$30.4b

Operates a digital community in the United States and internationally.

RDDT

US$162.38

7D

5.1%

1Y

-38.4%

Match Group

Market Cap: US$9.7b

Provides digital technologies in the United States and internationally.

MTCH

US$43.15

7D

3.1%

1Y

15.2%

QuinStreet

Market Cap: US$1.0b

An online performance marketing company, provides customer acquisition services for its clients in the United States and internationally.

QNST

US$18.46

7D

-1.4%

1Y

14.1%

Taboola.com

Market Cap: US$1.0b

Operates an artificial intelligence-based algorithmic engine platform in Israel, the United States, the United Kingdom, Germany, and internationally.

TBLA

US$3.91

7D

1.3%

1Y

16.7%

EverQuote

Market Cap: US$845.0m

Operates an online marketplace for insurance shopping in the United States.

EVER

US$24.03

7D

-3.5%

1Y

-1.0%

Marcus

Market Cap: US$836.8m

Owns and operates movie theatres, and hotels and resorts in the United States.

MCS

US$27.63

7D

1.3%

1Y

70.2%

Hello Group

Market Cap: US$711.0m

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

MOMO

US$4.93

7D

-8.2%

1Y

-35.3%

DoubleDown Interactive

Market Cap: US$628.3m

Develops and publishes casual games and mobile applications in South Korea, the United States, the United Kingdom, Germany, and internationally.

DDI

US$12.60

7D

-1.7%

1Y

34.9%

Gravity

Market Cap: US$495.4m

Develops and publishes online and mobile games worldwide.

GRVY

US$72.26

7D

-1.0%

1Y

12.0%

Cian

Market Cap: US$237.9m

Operates an online real estate classifieds platform in Russia.

CANP.Y

US$3.40

7D

0%

1Y

n/a

GDEV

Market Cap: US$199.3m

Develops and publishes online games in the United States, Europe, Asia, and internationally.

GDEV

US$11.49

7D

0.8%

1Y

-26.5%

Sound Group

Market Cap: US$49.7m

Operates as an AI-powered audio company in the People’s Republic of China.

SOGP

US$11.54

7D

-3.1%

1Y

-54.8%

9F

Market Cap: US$31.8m

Provides digital technology and wealth management services in the People’s Republic of China and Hong Kong.

JFU

US$2.59

7D

2.0%

1Y

-5.1%

36Kr Holdings

Market Cap: US$6.2m

Provides content and business services in the People's Republic of China.

KRKR

US$3.17

7D

2.6%

1Y

-59.0%

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