StubHub Holdings: Buying Opportunity As Fundamentals Remain Sound

I had a buy rating for StubHub Holdings ( STUB ) previously, as it is a leading player in the industry it competes in and has a path to move into the primary ticketing space. SoI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality ...