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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5715 followers
Created: 2025-07-17 11:01:16 UTC

Key Qs I’m working through before leaning in on $ZETA:

- Quality of FCF/share: true cash or add‑back salad (SBC, acquisition earn‑outs, cap software)?

- Durability: bookings => rev => cash lag; any pull forward from one‑timers?

Share count trend: per share optics can mask dilution in a heavy SBC model.

Growth / margin mix: If $ZETA can compound mid‑teens rev + expanding FCF margins, the multiple compression post XX blow‑off could be gift.

Do the bridge, then size it. Fundamentals up & to the right matter only if the cash is repeatable and yours.

![](https://pbs.twimg.com/media/GwDfpPOXgAAaW2q.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945800967666209223/c:line.svg)

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