S4 Capital — AI distractions and opportunities
S4 Capital’s FY24 results are as it indicated in January, with net revenue down 11% like-for-like. The operational EBITDA margin of 11.6% was up...
S4 Capital — AI distractions and opportunities
S4 Capital’s FY24 results are as it indicated in January, with net revenue down 11% like-for-like. The operational EBITDA margin of 11.6% was up...
S4 Capital: When Knights Cry
The stock is down an astonishing 95% from its heady, post-covid days to the point of trading for less than a quarter of the capital invested since...
Noteworthy UK Carnage
The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.
S4 Capital - Extension of recovery horizon
S4 Capital had a difficult FY23, as flagged, with reduced client confidence and spend, particularly from those clients in the tech sector, and on...
No more insights