When choosing a single security is too difficult, sometimes it’s best to select the top companies within a field and create your own mini ETF. In the world of programmatic advertising there are six companies right now that are either the leaders or are so undervalued they’ve entered the zone of extreme value play (and in the case of Magnite… both).
Viant (DSP): $740M
PubMatic (PUBM): $1.6B
Magnite (MGNI): $3.1B
DoubleVerify (DV): $5.4B
AppLovin (APP): $38.3B
Trade Desk (TTD): $45.6B
“Simplicity is the glory of expression.” –Walt Whitman