Perion Is Booming

  • The company is experiencing significant growth, booming CTV revenues, expanding margins, and rapidly rising cash flows.
  • The company has differentiating technology, giving it considerable moat and the shares are very modestly priced.
  • A third of the market cap is cash, giving the company a large and growing M&A war chest.
  • The main risk we can see is a significant economic slowdown or recession and/or a further substantial market decline, as the Google results foreshadow.
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Perion Stock Is Booming (NASDAQ:PERI)