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Daniel Löfgren's avatar

Hi! Reports looks decent, but down🤷‍♂️

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Clark Square Capital's avatar

I thought results were decent, but they made some comments about a potentially weaker macro environment; although this was somewhat exacerbated by the conflict in the Middle East (advertisers do not like to put ads next to war stories.) Taboola reports tomorrow, so I will wait to see how they do, but should put a quick take on the results after. Unless I see some very different comments from Taboola, I will be keeping my position here.

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Daniel Löfgren's avatar

Great write-up!🙏 I read at twitter alot that an other retail stock ($PLCE) will perform well due to recent decline in cotton price. Maybe another upside-side suprise in this case?🤷‍♂️

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Clark Square Capital's avatar

Yes, lower cotton prices should definitely help as well! Good point.

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Daniel Löfgren's avatar

Maybe too good compared to $ob

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Daniel Löfgren's avatar

Taboola looks good?

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Daniel Löfgren's avatar

Sorry meant $OB

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