18Jan22: Head Games

The stock prices for ad tech now makes no sense. The titans of finance want to flush out all the weak hands, so the best thing to do is just hold on tight and buy if you have any available dry powder. These six quality companies have reached ridiculously low market caps:

Viant (DSP) $498M

PubMatic (PUBM) $1.3B

Magnite (MGNI) $1.9B

fuboTV (FUBO) $2B

DoubeVerify (DV) $4B

Digital Turbine (APPS) $4.7B

You can own the infrastructure of programmatic advertising at a ground floor price. Remember when Netflix was sitting at $5B?

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” – Warren Buffett