What Makes Ziff Davis (ZD) a Good Investment?

Core Insights - Meridian Growth Fund's third-quarter 2025 performance was negatively impacted by sector positioning and strict investment discipline, resulting in a return of -1.78%, while the Russell 2500 Growth Index returned 10.73% [1] Company Overview - Ziff Davis, Inc. operates through two segments: Business Cloud Services and Digital Media, with a recent rebound in stock price following a return to organic growth after nearly four years [3] - The company reported a revenue of $363.7 million in Q3 2025, up from $353.6 million in the same period last year, indicating growth potential [4] Investment Analysis - The management team of Ziff Davis has a strong track record in capital allocation and value creation through strategic acquisitions, which has restored investor confidence [3] - Despite Ziff Davis's potential, the fund suggests that certain AI stocks may offer greater upside potential with less downside risk [4] - Ziff Davis's stock closed at $32.82 per share with a market capitalization of $1.346 billion, and it has seen a significant decline of 45.29% over the last 52 weeks [2]