Category: Uncategorized

Last week in the New York Times Ben Casselman wrote an article speculating about a post-COVID boom. He brought up many salient points, including comparing this time to post WWII growth when technological advances propelled the US economy forward. Businesses during this pandemic had to pivot/adapt in order to survive, and a whole new set… Continue reading 28Feb21: America’s Next Boom?

Many of those employed have access to 401K/IRA retirement plans that incentivize savings through tax deductions and corporate matches. Perhaps you are self-employed (or simply a person who experiences decision paralysis when it comes to stock picking) and prefer the ease of Steady Eddie mutual funds, which are by nature diversified. Fabulous, you are part… Continue reading 27Feb21: Mutual Funds 101

1 Week Returns Kubient (KBNT)  –35.96% Fluent (FLNT) –25.16% Digital Turbine (APPS) –16.33% Perion (PERI) –15.18% Magnite (MGNI) –14.83% HEXO (HEXO) —12.62% Brightcove (BCOV) –11.99% “Be fearful when others are greedy, and greedy when others are fearful.” –Warren Buffet

For all the complexities within the world of programmatic advertising, it still boils down to human relationships and trust. Magnite is the combination of two legacy companies (Telaria in New York and Rubicon Project in LA) which now draws upon its significant strengths as a unified organization to literally BUILD OUT the infrastructure pipeline for… Continue reading 25Feb21: Magnite’s 800-lb Mouse

PubMatic (PUBM), the supply side programmatic ad partner for publishers, just held its first earnings report yesterday after going public at the end of 2020 and they crushed it: 64% year-over-year revenue growth with a staggering 47.9% margin (a 190% increase YOY). They are onboarding new clients, growing ad buys from existing ones and utilizing… Continue reading 24Feb21: Programmatic Advertising Sets Sail

Checking premarket activity in the tech sector today might give one an unsettling feeling in the stomach as certain stocks are dipping hard (at the current premarket nadir: Magnite -18%; HEXO -15%, KBNT -19%, APPS -9%). While there are sometimes legitimate macro structural reasons for a sell off (like the tech bubble burst of the… Continue reading 23Feb21: Triggering Stop-Losses

In the fight club arena of adtech where heavyweights square off (Trade Desk $43B, Magnite $7B, PubMatic $2.5B) the featherweight in the corner, Fluent (FLNT) $575M, has been quietly growing revenue muscle and is on the verge of jumping weight classes. Its impressive $308M 12 month trailing revenue (currently higher than Magnite’s) and profitability make… Continue reading 22Feb21: Fluent’s Results Driven Success

On July 30 Perseverance launched from Earth and on Thursday February 18 landed safely on the surface of Mars (with audio!). Yesterday we learned that Perseverance’s sidekick, the Ingenuity helicopter, also arrived intact and is ready for flight. We are about to fly our first helicopter on another planet.  Humans have this incredible ability to… Continue reading 21Feb21: Mars, Amazon and the Power of Narrative

The catastrophe unfolding in the Lone Star State is outrageous on many levels, from the pathetic response of elected leadership (mayors blaming constituents, Flyin’ Ted, etc.) to lies propagated on social media that the blackouts are connected to Green Energy. While there is plenty of blame to go around, the simple truth is Texas, or… Continue reading 20Feb21: Texas and Power to the People

David Beckel (Berenberg Capital Markets) “On Walmart again. I was hoping you could provide a little bit of context around the structure of that partnership financially. Is that the type of deal where you’ll be able to participate in the growth of that platform over time or is it more of a fixed fee type… Continue reading 19Feb21: Trade Desk’s Attribution Win-Win-Win