Taboola: High Margin, High Growth And A Sustainable Moat

Alex Potemkin/E+ via Getty Images I think Taboola (NASDAQ:TBLA) is significantly undervalued and, following its recent fall in share price, has an upside potential of more than 100%. Taboola is an AI company with 600 million active users per day, providing the scale and data needed to grow the power of its recommendation engine, its core product. The company has a solid balance sheet with strong margins and consistent revenue growth. It has recently signed long-term exclusive contracts with Apple (AAPL) and ...