gaia

My GAIA Earnings Preview

Gaia (GAIA) is set to announce Q3 2021 earnings today, November 1st after the bell. The company will host their Earnings Call at 4:30 p.m. Eastern time. I follow Gaia in my Breakout Room on the Breakout Investors Platform and it is one of my favorite holdings, especially at the current share price, trading at […]

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GAIA is Hot, But the Stock is Not!

Summary GAIA is an under appreciated streaming service, financially performing better than it’s stock price. It is difficult to see a scenario where GAIA shares remain at these depressed levels for much longer. I believe the stock offers significant upside opportunity for those with a 6 to 18 month investment window. Gaia, Inc. (NASDAQ: GAIA), […]

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Gaia On Fire

Gaia (disclosure: long) reported earnings today and they were spot on. It is really an easy story actually. You got a highly scalable recurring niche business with largely fixed cost growing 20% a year with 20% (and increasing) EBITDA margins at 15 times EBITDA. I took the transcript and highlighted key sections here(signing up is […]

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