$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
About this episode
Jonathan Cohen discusses why he believes YouGov is an AI winner despite market perceptions, alongside insights into the UK market and corporate governance.
The market has decided YouGov ($YOU.L) is an AI loser and cut it ~50% in a year. Jonathan Cohen of Zipperline Capital thinks it's an AI winner trading at 6-7x EBITDA, with a 20-year proprietary dataset AI makes more valuable, not less. We spend the first half on the UK as an "emerging market" (corporate governance discounts, why buybacks are finally happening, and why you can never compare UK and US multiples), then go deep on YouGov: the panel, the moat, synthetic data, and why the company is cancelling its dividend to buy back stock. This episode is sponsored by my upcoming AI webinar with AlphaSense. The AI landscape has never been more crowded — or more confusing. Everyone's telling you to adopt AI, but almost nobody's asking the harder question: which tools actually give you an edge? I'm sitting down with Dave Wang of Wall Street Prompt and Ben Collins of AlphaSense to break down the modern AI stack for investors — from horizontal platforms like OpenAI and Claude to agentic workflows and finance-specific intelligence tools — and where each one actually fits in a real research process. If you're trying to build an AI-enabled workflow that sharpens your judgment…
Sponsors
AlphaSense
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