As the year long beat down continues into the Q1 earnings season, there really isn’t much for the average retail investor to do but look for value plays and make sure you have some shares in the silo. Searching for the best companies within the programmatic ad landscape (where all media buying is heading), we have ten absolute steals here given respective market caps. Hang on tight folks! We will emerge from this some day.
Viant (DSP) $356M
fuboTV (FUBO) $741M
Perion (PERI) $968M
PubMatic (PUBM) $1.2B
Magnite (MGNI) $1.3B
Nextdoor (KIND) $1.7B
LiveRamp (RAMP) $2.2B
Digital Turbine (APPS) $3.2B
DoubleVerify (DV) $3.7B
Roku (ROKU) $13.2B
“Ha! Who took the money? Who took the money away?” –Girlfriend Is Better, Talking Heads