Monster down
Wow. Monster is getting hammered in the equity markets. Down 30% or so since the new guys came in.
I'd bet what's happening is that the Internet growth investors are bailing out as the new management team just doesn't have street cred with the Interneterati. Who are the new guys piling in? (Somebody has to be on the other side of the transaction.) I bet it's the folks who use to own newspapers -- at 9x EBITDA on a TEV basis, that 22% growth rate looks pretty attractively priced!



