For me, I'm very eager to see financials so I can understand how those cash receipts are going in being classified as revenue.
In terms of a sell, if I see any of the key people, inc. David Steinberg or Zeta Global jump ship, I'd heavily consider a sell. Thankfully that hasn't happened so far, which gives me a bit of reassurance.
Sidenote - thanks for being one of the few level-headed voices in this discussion, bringing up both the positive and negatives angles in the present scenario! The jury is certainly still out.
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