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$ZD

Ziff Davis Inc

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$ZD

Ziff Davis Inc

Past 12mo:12mentions1voices

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All voices13 mentions past 12mocalls only

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Frequently asked

Who mentions $ZD most on Surfaced?

@valuedontlie (Colin King) mentions $ZD most — 13 mentions in the past 12 months.

When was $ZD first mentioned on Surfaced?

The earliest tracked mention of $ZD in the Surfaced archive was on Aug 7, 2025.

How many voices track $ZD?

1 FinTwit voice has mentioned $ZD 12 times in the past 12 months.

What kind of voices mention $ZD most?

$ZD is mentioned most by Long Research voices on Surfaced.

Recent mentions

13 mentions

@valuedontlieMay 26, 2026 · 3:46 PM

$ZD share count https://t.co/Sh1rb94e1W

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@valuedontlieMay 18, 2026 · 8:27 PM

What SaaS do we like here? I own $GEN and $ZD but open to looking at more ideas

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@valuedontlieApr 18, 2026 · 1:04 PM

March 2026 quick value write-ups — $GME $GDOT $CBZ $ZD https://t.co/S1U3851san

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@valuedontlieMar 8, 2026 · 5:59 PM

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 on spin valuation)

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@valuedontlieMar 3, 2026 · 12:05 PM

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/SaZRxpCp7X

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@valuedontlieFeb 27, 2026 · 2:49 PM

Things on my to-do list today: $ZD earnings review $KBR earnings review $STRZ earnings review

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@valuedontlieJan 18, 2026 · 1:12 PM

$ZD

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@valuedontlieJan 7, 2026 · 10:58 PM

Should do a comparison of $ZD and $VSNT Both perceived melting ice cubes and LSD multiples with low leverage

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@valuedontlieNov 28, 2025 · 9:07 PM

@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 were an activist (someday), I'd be circling this thing pushing for a 4-bagger

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@valuedontlieNov 26, 2025 · 4:18 PM

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 still no one cares.

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@valuedontlieAug 13, 2025 · 12:43 PM

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 + advertising clout... likely some cost out oppty... tons of cash flow... Too bad RMT doesn't work here https://t.co/6Pt4vH8FXr

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@valuedontlieAug 7, 2025 · 4:29 PM

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) https://t.co/hkHnqvwLVP

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@valuedontlieJun 4, 2025 · 4:30 PM

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://t.co/JwghQSOQrJ

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