We Are Summary I am positive on Stagwell Inc. (NASDAQ:STGW). My summarized thesis is that organic growth is set to accelerate in 2H24 and sustain at a high single-digit level through FY26. There are multiple growth drivers in place, such as an expected improvement in the macro backdrop, growing net new business wins with multiple contracts expected to generate revenue in 2H24, and growing AI-related deals that STGW is well-prepared for. Also, I expect adj. EBITDA margin to expand when organic growth acceler ...