Public Policy Holding Company Inc. (PPHC)

We are adding $PPHC (Public Policy Holding Company, Inc.) to the PRISM Comms & Media Index. PPHC is a global strategic communications powerhouse delivering paid media, digital & creative services, audience targeting, and research-driven campaigns that shape narratives and drive action for 1,400+ clients — including nearly half of the Fortune 100. Fresh off record FY2025 results (revenue +25% to $186.5M, record EBITDA), its UK expansion via the WPI Strategy acquisition, and inclusion in the Russell 2000® & Russell 3000® Indexes post-Nasdaq IPO — $PPHC brings cutting-edge media strategy and public affairs firepower to the index. @PphcTweets #PPHC https://prismmarketview.com/companies/public-policy-holding-company-inc/

$PPHC hold on hold on, lets light some fire 🔥

Considering the current administrations transactional nature on everything (banking, healthcare, defense, tech, any and all sectors of the economy)... Its going to be a GREAT 3yrs for lobbying companies... So even if we hit a consumer led (or capex bust) slowdown.... The budgets for lobbying wont get cut back as much as discretionary tech or ad spend.... Just so you get an idea of my "recession" plays.... i also bought a daycare company, a lottery pure play and a (high end) salt mine..... Each with its own twist (cap structure or a corporate action or a massive P/E backer, etc) Back to this $PPHC is trading at 10x ntm EPS.... I will add if we dip below 11, 10, 8 etc... The SBC dilution nature of the expansion concerns me, but not a dealbreaker...

$PPHC for new people to this name, there are a few really good substack write ups that have covered the opportunity

$PPHC this is one of those obscure/not well known recession proof names... Until liquidity normalizes i am sure this can trade down to sub 8... But accumulating pieces here and there..