Digital Media Media Valuation 
Abnormal Returns
DECEMBER 7, 2023
techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. newsletter.abnormalreturns.com) Mixed media The ad-supported Internet is collapsing in front of our eyes. stratechery.com) The Information stands out as a digital media success, ten years in.
Trade Brains
JUNE 23, 2025
Jefferies is projecting revenue growth in the mid-teens, driven by increasing data consumption and digital adoption, attractive valuation, and an overall structural decline in capex intensity, providing the potential to increase free cash flows. However, Jefferies stated some downward risks as well.
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