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    Michael Falco

    Research Analyst at JMP Securities

    Michael Falco's questions to MARKETWISE (MKTW) leadership

    Michael Falco's questions to MARKETWISE (MKTW) leadership • Q2 2023

    Question

    Michael Falco from JMP Securities asked for insights into the content strategy, specifically which topics like AI are driving conversions, and also inquired about the current M&A pipeline and appetite for acquisitions.

    Answer

    CEO Amber Mason explained that AI-themed content is a significant driver, including products using AI for stock recommendations and content about investing in the AI sector. She also noted that global macro themes and portfolio management software are resonating with subscribers. Regarding M&A, Mason stated that while the company is actively looking and has reviewed many potential deals, it remains highly disciplined to ensure any acquisition is additive for shareholders.

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    Michael Falco's questions to MARKETWISE (MKTW) leadership • Q2 2023

    Question

    Michael Falco of JMP Securities asked about MarketWise's content strategy, seeking insight into which specific content types are driving conversions and attracting new members, and also inquired about the company's current appetite for M&A.

    Answer

    CEO Amber Mason identified three key content themes resonating with subscribers: AI-related topics (both predictive tools and investment ideas), global macro themes like threats to the U.S. dollar, and software tools for portfolio management. On M&A, Mason confirmed they are actively looking for opportunities but remain highly disciplined, focusing on transactions that are clearly additive for shareholders.

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    Michael Falco's questions to MARKETWISE (MKTW) leadership • Q2 2023

    Question

    Michael Falco of JMP Securities inquired about MarketWise's content strategy, asking which specific topics are successfully driving conversions and what M&A opportunities the company is currently evaluating.

    Answer

    CEO Amber Mason explained that content related to Artificial Intelligence (AI), global macro themes like the U.S. dollar's stability, and portfolio management software are resonating most with subscribers. Regarding M&A, Mason confirmed that while MarketWise is actively searching for opportunities, it remains highly disciplined and has not yet found a target that meets its strict criteria for shareholder value and demographic fit.

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    Michael Falco's questions to MARKETWISE (MKTW) leadership • Q4 2022

    Question

    Michael Falco inquired about the strategy to convert the growing base of free subscribers to paid customers and asked for an update on the M&A pipeline and the company's appetite for inorganic growth.

    Answer

    CEO Amber Mason stated that free subscribers are showing similar engagement hesitancy as the broader market, and the focus is on finding the right messaging to drive conversions. Interim CFO Stephen Park added that while content is controllable, macroeconomic factors are not. Regarding M&A, CEO Amber Mason confirmed they have an active pipeline with maturing opportunities and are evaluating deploying capital for accretive transactions, buybacks, or dividends.

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