bullish
S4 Capital: When Knights Cry
SUMMARY
- Rules are made to be broken. While I have generally followed a practice of backing away slowly from any company mentioning AI or TAM in recent times, this week I bought shares in a “tech-led, new age/new era digital advertising, marketing and technology services company” at a highly depressed valuation.
While the tech sector and its tie-ins haven’t been the place to find value lately, S4 Capital has declined to an attractive price through a combination of industry cyclicality, operational mis-steps and a UK listing.
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 its founding.
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