CNSWF - J2 Global: Track Record Of Earnings Growth Discounted Valuation To Peers

• Despite facing unprecedented economic headwinds in 2020, the company posted double-digit annualised earning power growth over the past two years and showed remarkable resilience through the worst of the COVID.
• I see the Hindenburg short report as largely a collection of glaring misrepresentations regarding J2’s management team and business fundamentals that detract from legitimate concerns regarding Chairman’s influence.
• Two years since the publication of my own original report and despite a slightly higher price, I believe J2 Global represents an even more attractive investment opportunity today than it did.
• Maintaining $200/share price target over 1-3 year time horizon.

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