18Sept23: Four for 2024

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 of 2024. Let’s find out.

Brightcove (BCOV) $158M

Magnite (MGNI) $1.1B

Integral Ad Science (IAS) $1.9B

RokuTV (ROKU) $10.6B

“An algorithm can arrive at optimization, but only a human being – an artist, a thinker, a mathematician, an entrepreneur, a politician – only someone with a sense of perspective can interpret the meaning of the destination. Masters spend their entire lives in pursuit of this interpretation. This is how they make sense of the world.” ― Christian Madsbjerg