b13a364 (few m4 files.):stocks/MAX.m4
MAX sells leads to insurance companies. Optimism towards macro has led to a ten-month high — and created an attractive short opportunity #
FEB 26
📍TL;DR #
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Insurance marketing firms like MediaAlpha have seen their stocks soar in 2023.
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The catalyst hinges on an anticipated rebound in carrier acquisition spending; MediaAlpha has struggled amid sharply reduced profitability in the auto space.
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But a ~$1.2 billion enterprise value prices in a rebound — and then some.
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After this rally, a short of MAX works well if the cyclical swing doesn’t happen — and should survive even if it does.
(overlooked alpha)[https://www.overlookedalpha.com/p/mediaalpha-stock-is-absurdly-expensive]
#short
Last updated: 2026-03-07 by automated standardization process
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