Ziff Davis. Every tracked FinTwit mention of $ZD, newest first. 13 mentions since the first on Aug 7, 2025. See the price chart.
May 2026 · 2 mentions
May 26
Colin King — $ZD share count https://t.co/Sh1rb94e1W↗
May 18
Colin King — What SaaS do we like here?
I own $GEN and $ZD but open to looking at more ideas↗
April 2026 · 1 mention
Apr 18
Colin King — March 2026 quick value write-ups — $GME $GDOT $CBZ $ZD https://t.co/S1U3851san↗
March 2026 · 2 mentions
Mar 8
Colin King — Names I like and have talked about
$ATNI 3-5yr horizon (maybe longer)
$DNOW 3yrs (maybe longer)
$LEG 2-3yrs
$ZD 9-12 months
$VSNT 6-12 months
$STRZ 3yrs
$APTV 3-12 months (depends…↗
Mar 3
Colin King — Well there it is… $ZD selling connectivity segment to Accenture for $1.2bn (10x EBITDA).
Thats greater than the entire ZD enterprise value as of yesterday. https://t.co/SaZRxpCp7…↗
February 2026 · 1 mention
Feb 27
Colin King — Things on my to-do list today:
$ZD earnings review
$KBR earnings review
$STRZ earnings review↗
Colin King — Should do a comparison of $ZD and $VSNT
Both perceived melting ice cubes and LSD multiples with low leverage↗
November 2025 · 2 mentions
Nov 28
Colin King — @Stormshieldval Will share some notes when I'm back in the office... virtually all of the "pieces" have comps at >10x EBITDA while $ZD sits at 3-4x... it's pretty absurd
If I w…↗
Nov 26
Colin King — This is essentially the bear argument for $ZD (mix of SaaS and digital media).
Trading at ~5x FCF and virtually unlevered.
Now looking to sell all/parts of the company and stil…↗
August 2025 · 2 mentions
Aug 13
Colin King — Just thinking out loud... $IAC should spin/merge the dotdash/meredith (now people) biz with $ZD
Combines levered B/S (IAC) with clean B/S (ZD)
Scaled marketing resources + advert…↗
Aug 7
Colin King — An updated look at $ZD quarterly cash flows
Smaller M&A
More buybacks
Capital allocation has gotten considerably more aggressive since 4Q23 (note: CCSI spin-off was 4Q21) htt…↗
June 2025 · 1 mention
Jun 4
Colin King — An updated look at my "cheap tech" list
Surprised $ZD trading at a discount to $CCSI despite a virtually debt-free balance sheet and better collection of businesses (IMO) https://…↗