Core Thesis - Zeta Global Holdings Corp. is viewed as a compelling investment opportunity due to its potential for growth and a favorable market revaluation ahead of a multi-year rerating cycle [2][3][4] Company Overview - Zeta Global operates an omnichannel data-driven cloud platform that provides consumer intelligence and marketing automation software both in the United States and internationally [2] Financial Metrics - As of November 28th, Zeta's share price was $18.25, with a forward P/E ratio of 17.89 [1] - The company is projected to achieve 20% revenue growth in 2026 while improving its profitability profile, which is expected to attract institutional capital [4] Investment Strategy - The investment aligns with an Inflection strategy, which involves buying early when market sentiment is low and selling as the market recognizes the value [5] - Zeta is seen as a classic Inflection setup, providing an attractive entry point with shares trading at 26 times next year's free cash flow [4] Market Sentiment - Market enthusiasm for Zeta's stock has diminished since its peak, creating a mispricing opportunity as expectations remain low [3][4] - The company's fundamentals and growth drivers are intact despite a recent stock price depreciation of approximately 2.61% since earlier coverage [7] Risk and Reward - While there are risks associated with the investment, the potential upside is considered to outweigh these risks, making Zeta a compelling risk/reward opportunity [6]