All Dry Powder

Magnite’s (MGNI) earnings report is still hot off the stove and while it’s a solid quarter financially what’s most exciting is the discussion about audience curation. Advertising is about results and attribution, but you can’t do programmatic buys effectively without knowing exactly whom you are reaching. The Trade Desk (TTD) can sell audience packages all… Continue reading 8Nov24: Mighty Magnite

Motley Fool recently wrote about the streaming world shifting towards ad tiers and how that’s going to benefit a lot of supporting players, including Roku.  https://www.fool.com/investing/2024/07/27/2-stocks-down-63-to-buy-right-now Stepping back to look at the much larger picture, we can see the gold rush that happened during COVID with the major publishers trying to maneuver and gain market… Continue reading 29July24: Ad Tiers are Here

Netflix (NFLX) is opening up their ad streaming service to programmatic players outside of their exclusive Microsoft (MSFT) arrangement after two years. Magnite (MGNI) is included among those new entrants taking a bite at the Netflix apple. This is the proverbial game changer and there should be some adjusted projections for Magnite to be announced… Continue reading 20May24: May Flowers

These four green shoots look exceedingly undervalued and are getting plenty of rain in this ever improving business climate. Prepare yourself for May flowers. Brightcove (BCOV) $84M Altimmune (ALT) $659M Magnite (MGNI) $1.4B Roku (ROKU) $8.9B “In the short term, the market is a popularity contest; in the long term, the market is a weighing… Continue reading 4Apr24: April Showers

Netflix (NFLX) released their ER last night and the results were quite good. They added 13 million new accounts, bringing their total subscribers to a whopping 260 million. In the world of advertising and market share, that is A LOT of engaged viewers. ($215B cap) Plug Power (PLUG) announced that they are producing 15 tons… Continue reading 24Jan24: Four Runners

(we are on the cusp of an incredible bull market run) Brightcove (BCOV) $97M Maxeon (MAXN) $242M Altimmune (ALT) $350M Biomea (BMEA) $522M Digi Int. (DGII) $893M SunPower (SPWR) $915M EVgo (EVGO) $964M Magnite (MGNI) $1.2B LiveRamp (RAMP) $2.3B Integral Ad Science (IAS) $2.3B GoodRx (GDRX) $2.5B DigitalOcean (DOCN) $2.9B Doximity (DOCS) $4.6B Roku (ROKU)… Continue reading 14Dec23: Gold Rush

Happy Thanksgiving! Hopefully everyone is feeling a little more positive about the future of the market. As energy consumption shifts to greener renewables; as media is heading toward streaming services; as marketing is trending toward programmatic exchanges; as transportation/logistics is going electric; and as global networks will be optimized through the IoT (Internet-of-Things), it is… Continue reading 26Nov23: Exponential Eleven

The media world is in the midst of a tectonic shift toward CTV and streaming video. The mega cap players have been established, but there are some dynamic service providers and platforms that have strangely been overlooked. These four are future kings in the making: Brightcove (BCOV) $133M Magnite (MGNI) $1B Integral Ad Science (IAS)… Continue reading 5Oct23: CTV & Streaming Kings

Clearly there is a concerted effort by market manipulators to spook retail investors through driving down share prices. Why? Because they want to tee up multiple returns for private equity folks when the bull market comes back in full force. These ten below have some scary low market caps with the potential to 10X+ in… Continue reading 3Oct23: Early Halloween

Sometimes you look at the media landscape and have to scratch your head when you see how underfunded some of the best ad tech companies of tomorrow are today. These four are amazing investing opportunities and I wonder what their value will be at the end of this year… and then again by the end… Continue reading 18Sept23: Four for 2024