Overlooked Alpha

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MediaAlpha Stock: Absurdly Expensive

www.overlookedalpha.com

MediaAlpha Stock: Absurdly Expensive

MAX sells leads to insurance companies. Optimism towards macro has led to a ten-month high — and created an attractive short opportunity

Vince Martin
Feb 26, 2023
∙ Paid
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MediaAlpha Stock: Absurdly Expensive

www.overlookedalpha.com
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📍TL;DR

  • Insurance marketing firms like MediaAlpha have seen their stocks soar in 2023.

  • The catalyst hinges on an anticipated rebound in carrier acquisition spending; MediaAlpha has struggled amid sharp…

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