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Денис Гордиенко

26 июл 2021 26.07.2021

IPO Teads N.V. (#TEAD)

Фридом продолжает IPO-марафон — это уже 4-е IPO на этой неделе. Ранее писал про своё отношение к трём одобренным, дополняю новым.

Ранее опубликованный обзор трёх других IPO этой недели:

К среде разблокируется сумма, которой сегодня заходим в Duolingo (#DUOL).

29.07 Teads N.V. (#TEAD)

Это рекламный агрегатор для инфоплощадок типа VC, Smart-Lab и подобных. Среди клиентов BBC, Bloomberg, ESPN, The Washington Post. Суть бизнеса в предоставлении клиенту единого окна для размещения на крупных ресурсах. Живут на процент с рекламного бюджета. Что-то типа РСЯ или Google.AdWords.

Продают $751 млн из $4 643 млн (16,2%), штаб в Нидерландах. Голландия — член ЕС, формально союзник штатов, хоть и де-факто вассальная экономика. Вряд ли будут санкции.

Для тех, кто любит поковырять фундаментал — ссылка на F-1.

Мой канал на YouTube | и в Telegram

Я буду заходить суммой освободящейся от Duolingo (#DUOL). То есть близкой к $5 400.

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