| Author |
Message |
    
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3833
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 17, 2021 - 11:56 am: |
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To read list:
https://www.readmargins.com/p/advertising-stagflation |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2051
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, December 06, 2021 - 11:23 am: |
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Entrepreneur:Finally popped!
ASAN high of 145.79 to 106.02
SMAR high of 85.65 to 63.50
MNDY high of 450 to 339.36
another round of beating...
MNDY 280 (last week it touched 265)
ASAN: 65
SMAR: 66 (this one held well but it never spiked like the other two) |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3761
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, November 29, 2021 - 6:53 am: |
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Saarang:A nice comparison of Collaboration software companies: MNDY, ASAN, and SMAR
This has to be one of the next bubbles to pop
Finally popped!
ASAN high of 145.79 to 106.02
SMAR high of 85.65 to 63.50
MNDY high of 450 to 339.36 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3760
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, November 29, 2021 - 6:50 am: |
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Price check
TTD 84.14 --> 103.98
MGNI 35.18 --> 18.76
PUBM 31.19 --> 37.69
CRTO 39.15 --> 39.32
ATY 8.76 --> 3.66
FLNT 2.5 --> 2.0
KBNT 4.5 --> 2.71
DSP 16.5 --> 10.06
TTD remains strong, CRTO hanging in. |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2050
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, October 20, 2021 - 4:43 pm: |
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https://twitter.com/investing_city/status/1450921656239616001
A nice comparison of Collaboration software companies: MNDY, ASAN, and SMAR
This has to be one of the next bubbles to pop |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2049
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Saturday, October 09, 2021 - 6:49 pm: |
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Except TTD everything is beaten down...ippudu reasonable valuations unnayi...now see if any of them is gaining better than average spending from clients (advertisers). TTD was also down 40% from the peak before it got a little bit of boost from stock split. |
Prasanth
Censor Bewarse
Username: Prasanth
Post Number: 80974
Registered: 03-2004
Rating: N/A
Votes: 0 (Vote!) | | Posted on Saturday, October 09, 2021 - 3:12 am: |
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Musicfan:
naaku antha greek, persia lekka undi... |
Musicfan
Bewarse Legend
Username: Musicfan
Post Number: 72408
Registered: 05-2004
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, October 08, 2021 - 5:55 pm: |
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Super undi ee thread restore worthy
No reviews yet
|
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3633
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, August 06, 2021 - 9:38 am: |
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Price check
TTD 84.14
MGNI 35.18
PUBM 31.19
CRTO 39.15
ATY 8.76
FLNT 2.5
KBNT 4.5
DSP 16.5 |
Kodibochu
Yavvanam Kaatesina Bewarse
Username: Kodibochu
Post Number: 6623
Registered: 04-2019
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, June 13, 2021 - 4:07 pm: |
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Entrepreneur:yes please check ATY, I changed it in price check also.
oh..ok. Thanks!!! |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3589
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, June 13, 2021 - 3:29 pm: |
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Kodibochu:Any change in the ticker symbol?
yes please check ATY, I changed it in price check also. |
Kodibochu
Yavvanam Kaatesina Bewarse
Username: Kodibochu
Post Number: 6621
Registered: 04-2019
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, June 13, 2021 - 2:46 pm: |
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Entrepreneur:ACUIF 13--> High (26.17) --> 22.18 --> 12 --> 9.78
Fidelity lo kanapadatam ledenti just to check the price. Any change in the ticker symbol? |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3587
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, June 13, 2021 - 2:08 pm: |
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Price check
TTD 972.8 ----> 628.04 --> 575--> 599
MGNI 64.39 ---->34.6 --> 31.91 --> 33.05
PUBM 76.96 ----->39.67 --> 27 --> 32.81
CRTO 44.28 -----> 33.88 --> 44.99 --> 40.45
ATY 26.17 -----> 8.5 --> 13 --> 11.85
FLNT 8.5 ------> 2.64 --> 3.17 --> 3.09
KBNT 16.26 ------> 4.16 --> 5.66 --> 5.47
DSP 69.16 ------> 20.59 --> 36.46 --->29.21 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3491
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, May 11, 2021 - 9:15 am: |
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Price check
TTD 467
MGNI 31.04--> High(64.39) -->48.87 -->40.77 --> 24.90
PUBM 28.21--> High (74.65) --> 64.81 --> 56.25--> 33.20
CRTO 20.80--> High (37.18) --> 34.39 --> 34.56 --> 35
ACUIF 13--> High (26.17) --> 22.18 --> 12 --> 9.78
FLNT 5.73 --> High (8.5) --> 6.33 --> 4.14 --> 2.21
KBNT --> 7.12 --> 5.00
DSP --> 27.91 |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2032
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, May 10, 2021 - 4:42 pm: |
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adtech fassaked...enduku penchaaro vallake teliyadhu..indexes oka 10% padeste appudu add chesukundamu
 |
Symbol_of_king
Kurra Bewarse
Username: Symbol_of_king
Post Number: 2365
Registered: 12-2005
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, April 06, 2021 - 10:29 am: |
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May be u can add DSP to the list |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3447
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, April 06, 2021 - 9:45 am: |
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Price check
MGNI 31.04--> High(64.39) -->48.87 -->40.77
PUBM 28.21--> High (74.65) --> 64.81 --> 56.25
CRTO 20.80--> High (37.18) --> 34.39 --> 34.56
ACUIF 13--> High (26.17) --> 22.18 --> 12
FLNT 5.73 --> High (8.5) --> 6.33 --> 4.14
KBNT --> 7.12 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3329
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, March 03, 2021 - 2:58 pm: |
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Price check
MGNI 31.04--> High(64.39) -->48.87 --> 45.21
PUBM 28.21--> High (74.65) --> 64.81 --> 57
CRTO 20.80--> High (37.18) --> 34.39 --> 34
ACUIF 13--> High (26.17) --> 22.18 --> 17.32
FLNT 5.73 --> High (8.5) --> 6.33 --> 7.01 |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 628
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, March 01, 2021 - 4:15 pm: |
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TD BANK quote on AcuityAds: "We believe that its recently launched (October 2020) illumin platform has industry-leading capabilities in the programmatic advertising sector, which should lead to either significant organic revenue growth for several years, or a takeover by a larger media or technology company looking to buy vs. build similar customer- friendly ad buying capabilities... Big Revenue Growth Expected..."
A win-win.... we either grow organically [=lots of money for years to come] OR it goes up much more and then gets bought out at a premium [= lots of money in short term]. Either way, we win as shareholders if you buy and hold this stock.
========================================================================
TD BANK Report BUY Recommendation
Bright Future in a Growing Market Event: We are initiating coverage of AcuityAds (AT-T) with a BUY rating and $37.00 target price. AcuityAds operates a programmatic marketing platform powered by proprietary artificial intelligence (AI) and machine learning technology. The platform operates in the AdTech industry, and enables programmatic advertising. See our full initiation of coverage report that will be published later today.
TD Investment Conclusion
With valuations of 26x 2021E gross profit (this is comparable to a P/Sales multiple for most comps, and we will call this a net revenue multiple for AT) and 83x EV/ EBITDA, this is clearly not an inexpensive stock, and it is also arguably a small player in a big space that is ultimately dominated by Google, Facebook, and Amazon. However, we believe that its recently launched (October 2020) illumin platform has industry-leading capabilities in the programmatic advertising sector, which should lead to either significant organic revenue growth for several years, or a takeover by a larger media or technology company looking to buy vs. build similar customer- friendly ad buying capabilities.
Valuation Remains Reasonable vs. Peers: Looking back to February 2020 (before the pandemic), we struggle to understand why AT shares traded at only 1.4x 2020E net revenue when the main independent comp in the AdTech space, The Trade Desk (TTD), was valued at 14.7x 2020E revenue. We believe that AT is still attractively valued vs. peers. TTD is now valued at 35x 2021E revenue (Exhibit 4 shows AdTech and SaaS comps), which is still a 36% premium to AT.
Big Revenue Growth Expected...: Partly fuelled by easy comps (pandemic driven) and structural tailwinds, we expect strong revenue growth of 24% in 2021. Then, as illumin gains more awareness among marketers, and as a larger percentage of advertising budgets shift to programmatic buys via demand side platforms (DSPs), especially via connected TVs or CTV (Exhibit 1), we project a revenue CAGR of 19% for Acuity over the 2022-2023 timeframe (annual forecast highlights are in Exhibit 2). |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 622
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, February 28, 2021 - 7:25 pm: |
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Entrepreneur:Check MGNI (chiru_fan will kill me for this, you can also check ACUIF which is his fav and which high risk/high growth)
antha pedda maata yenduku annai? MGNI is an excellent company. I have trust in ACUIF, but what market thinks of it matters most than my opinion  |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3271
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, February 28, 2021 - 4:56 pm: |
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Nayak:Bro, which one you think we can in now?
I am still bearish next one to two weeks but from mid march might be bullish
Check MGNI (chiru_fan will kill me for this, you can also check ACUIF which is his fav and which high risk/high growth) |
Nayak
Yavvanam Kaatesina Bewarse
Username: Nayak
Post Number: 8392
Registered: 04-2009
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, February 28, 2021 - 3:03 pm: |
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Entrepreneur:
Bro, which one you think we can in now?
Warrior
|
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3270
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Sunday, February 28, 2021 - 12:28 pm: |
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Price check
MGNI 31.04--> High(64.39) -->48.87
PUBM 28.21--> High (74.65) --> 64.81
CRTO 20.80--> High (37.18) --> 34.39
ACUIF 13--> High (26.17) --> 22.18
FLNT 5.73 --> High (8.5) --> 6.33 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3224
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, February 19, 2021 - 6:54 pm: |
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Roku (ROKU -1%) is streaming modestly lower today despite a strong Q4 earnings report last night. Expectations were certainly running high after the company's huge beat in Q3, although we had some concerns there was some pull forward to Q2-Q3 at the expense of Q4 due to the boom in streaming behavior during the pandemic. However, that turned out to be a non-issue.
The quarter's numbers were pretty amazing. Analysts had been expecting a slight loss in Q4, but Roku posted sizable profit at $0.49/sh. Similarly, Roku achieved good Q4 revenue upside, and its Q1 revenue guidance was well ahead of analysts' expectations.
Despite our concerns of a pull forward, Roku accelerated its new account growth by +5.2 mln in Q4 vs +2.9 mln in Q3. Granted, the holiday period tends to be seasonally strong, but the pull-forward dynamic hit Netflix (NFLX) in late 2020, so we thought Roku might follow suit. We tip our caps to Roku.
Roku's scale has expanded considerably over the last several years. To put it in perspective, Roku's US active account base is more than twice the size of the video subscribers of the largest cable company in the US. Also, a third of all American homes are now non-pay TV households.
In addition to increasing its subscribers count, Roku is also seeing growing engagement with its platform, with 2020 streaming hours up 20.9 bln yr/yr and up 55% yr/yr in Q4. Also, monetized video ad impressions were up over 100% in Q4, rebounding to pre-COVID growth levels. This deeper engagement also shows in Roku's ARPU, which rose 24% yr/yr to $28.76.
Looking ahead, Roku sounds bullish on 2021. However, some variability is expected. In 1H21, yr/yr growth should be huge when Roku laps the early impacts from COVID-19 and the resulting economic lockdown. However, Roku will be lapping much tougher comparison in 2H21 due to its record performance in 2H20.
Finally, as we said in our preview, Roku is not as clean-cut a streaming story as Netflix or Disney+. Unlike NFLX and Disney+, which stream ad-free and have high recurring revenues, Roku's Platform segment gets a big chunk of its revenue from digital advertising, which tends to be volatile. Relative to streamers that have less need to navigate advertisers' budgets, Roku is impacted more directly when macro conditions lead to reduced advertising spending, as occurred across verticals like retail and travel during 2020. The good news is that digital ad spending is robust right now. Another indication of this was the huge report from The Trade Desk (TTD) last night.
In terms of why Roku is not trading higher, the stock has doubled in four months following the HBO Max and Peacock deals. The stock looks like it needs a bit of a breather. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3223
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, February 19, 2021 - 6:52 pm: |
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The Trade Desk is finding plenty of bids after delivering another blowout quarterly report (905.03 +58.53)
It seems fitting that both The Trade Desk (TTD) and Roku (ROKU) reported 4Q20 earnings after the close yesterday since the companies are capitalizing on the same powerful secular trend. Namely, marketers are increasingly pouring more advertising dollars into connected TV (CTV) channels as streaming services explode in popularity. As anticipated, this migration towards CTV facilitated blowout results once again for both companies.
During the quarter, CTV revenue surged by over 100% for TTD. As an agnostic provider of programmatic ad buying, TTD is ideally positioned to benefit from rising subscriber counts across multiple streaming services, including ROKU, Disney+ (DIS), and Amazon Prime (AMZN).
Furthermore, TTD is appealing to marketers who are looking to steer away from platforms that rely on sometimes controversial user-generated content, like Twitter (TWTR) or Facebook (FB). This approach was vividly illustrated in Pinterest's (PINS) remarkable Q4 report from February 4. PINS' platform is generally seen as "safer" for advertisers since most people use it for specific reasons, such as finding a recipe or looking for project ideas.
It's also important to note that TTD doesn't just simply purchase ads. Rather, the company has also invested in and expanded its data analysis capabilities, allowing it to provide measurement tools that improve the effectiveness of targeted advertising. These capabilities, combined with its strong position across the open internet, is enabling TTD to capture market share from seemingly bulletproof tech giants like FB and Google (GOOG).
The only real question heading into TTD's report was whether it would be strong enough to avoid a sell-the-news reaction. Since TTD last reported earnings on November 5, shares have rocketed higher by 40%. In turn, its valuation became even pricier with a forward P/S of ~38x.
After an initial knee-jerk reaction lower during after hours trading yesterday, bulls wrestled control away and the stock has resumed its familiar upward track. There was some doubt whether TTD's 1Q21 guidance, which calls for revenue growth to slip to 35% from 48% in Q4, would be strong enough to spark a rally following the stock's meteoric rise. However, investors seem to be betting that TTD is taking a conservative approach to its outlook, while reining in mounting expectations.
The main takeaway is that the story for TTD remains the same. As consumers continue to flock to streaming services, marketers are following their lead and are tapping TTD to help reach them. The main risk is that the stock is priced for perfection and that even a modest downgrade to TTD's growth prospects would likely hit the stock hard. At the moment, though, there are clear skies ahead since the CTV transition is only in the early innings. |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126831
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, February 05, 2021 - 11:45 am: |
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MGNI acquired SpotX
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
|
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3199
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, February 05, 2021 - 11:34 am: |
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Entrepreneur:Price check
MGNI 31.04-->36.64-->39
PUBM 28.21-->36.64--> 45.88
CRTO 20.80-->18.53 --> 19.83
ACUIF 13-->16.23 -->15.98
FLNT 5.73
Price check
MGNI 31.04-->36.64-->39-->52.83 (high of 58.5)
PUBM 28.21-->36.64--> 45.88 --> 55.56 (high of 58.6)
CRTO 20.80-->18.53 --> 19.83 --> 24.64
ACUIF 13-->16.23 -->15.98 --> 19.03 (high of 20.29)
FLNT 5.73 --> 6.83 (high of 7.15) |
Andhravodu
Kurra Bewarse
Username: Andhravodu
Post Number: 2882
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, February 01, 2021 - 8:24 pm: |
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Chiru_fan:update on ACUIF
 dips lo add chesta |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 477
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, February 01, 2021 - 7:33 pm: |
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Entrepreneur:
Annai, update on ACUIF
https://a279b72e-b349-4439-bddf-8c9e153da175.filesusr.com/ugd/50e62e_9f052e3bd19 64791ac33a72bfaa02724.pdf |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3192
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, February 01, 2021 - 6:48 pm: |
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Entrepreneur:Price check
MGNI 31.04-->36.64
PUBM 28.21-->36.64
CRTO 20.80-->18.53
ACUIF 13-->16.23
Price check
MGNI 31.04-->36.64-->39
PUBM 28.21-->36.64--> 45.88
CRTO 20.80-->18.53 --> 19.83
ACUIF 13-->16.23 -->15.98
FLNT 5.73 |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 452
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, January 28, 2021 - 3:17 pm: |
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Entrepreneur:Chiru_fan - noticing some sell-off on ACUIF, check it
everyday keeping an eye on it annai... AAPL tharuvaatha next big holding naaku so I have to keep an eye every day....so far 50% gain lo vunna as I entered bit early |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3170
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, January 28, 2021 - 11:24 am: |
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Chiru_fan - noticing some sell-off on ACUIF, check it |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 438
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, January 27, 2021 - 12:52 pm: |
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Entrepreneur:chiru_fan lets discuss here
Annai,
https://www.cantechletter.com/2021/01/acuityads-dream-run-isnt-over-echelon-says /
3 catalysts for me in March 2021
- Q4 earnings
- Update on Illumin and the pipeline of new customers
- Nasdaq listing update |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3160
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, January 27, 2021 - 11:05 am: |
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Nalla_baalu:did you come across FLNT
ledu let me do it now, KB put it as gotcha's pick
nuvvu konchem aa crypto thread lo active gha undu..planning to enter a position in both BTC and ETH....my friend to wait around $27K for btc |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126783
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, January 27, 2021 - 10:55 am: |
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Enter annai mee DD lo did you come across FLNT ?
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3159
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, January 27, 2021 - 10:46 am: |
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chiru_fan lets discuss here |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3158
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, January 27, 2021 - 10:45 am: |
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Entrepreneur:MGNI - 31.04 (-4.49%)(-1.46)
PUBM - 28.21 (-7.33%) (-2.23)
CRTO - 20.80
ACUIF - 13
Price check
MGNI 31.04-->36.64
PUBM 28.21-->36.64
CRTO 20.80-->18.53
ACUIF 13-->16.23 |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 286
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, January 12, 2021 - 10:19 pm: |
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Entrepreneur:
ACUIF ki kooda manchi run vuntundi ani naa feeling annai... |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3128
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, January 12, 2021 - 9:34 pm: |
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https://twitter.com/Trendspider_J/status/1349104409049919489?s=20
$MGNI #MGNI A similar move to 1 & 2 would put this around $45-$50 within 1-3 weeks. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3088
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, January 07, 2021 - 12:58 pm: |
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Big drop in MGNI 12% to now 8% |
Chiru_fan
Pilla Bewarse
Username: Chiru_fan
Post Number: 253
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 9:16 pm: |
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Entrepreneur:
bhayya, I am still holding my ACUIF stocks just because of the Illumin platform. |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3076
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 8:55 pm: |
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Andhravodu:https://twitter.com/nandoodles/status/1345774768746852353
online ad world is full of scams
Good one!, I think it is a known issue and also a good opportunity for new businesses to address it.
When I studied the illumin product from ACUIF - I thought they were addressing it
Notes:
Visualize media mix effectiveness
During all stages of the journey, you’ll be able to see and understand your investment across 100 percent of your reached audience.
Let illumin light the path and provide a shortcut to efficiency. We offer insight into identifying the most efficient mediums to invest in across your journey that lead to better outcomes for your business. |
Andhravodu
Kurra Bewarse
Username: Andhravodu
Post Number: 2733
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 4:21 pm: |
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Interesting story today. Uber lost 100 million to Ad fraud last year
https://twitter.com/nandoodles/status/1345774768746852353
online ad world is full of scams |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2022
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 2:29 pm: |
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Entrepreneur:I read a research paper which said most of the companies use atleast half dozen brokers like TTD.
yes, all the large advertisers buy from lots of places |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3068
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 2:18 pm: |
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Saarang:For a company like TTD they can move away if they see a better alternative
I read a research paper which said most of the companies use atleast half dozen brokers like TTD.
Because each one caters to different needs/audience. PUBM is low end guys
That is the reason for many companies play here. It is not like winner takes it all. |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2021
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 2:13 pm: |
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one key difference between ad platforms from Google, Facebook and Amazon and TTD in this space is...Google, Facebook and Amazon etc own the supply...so their business will be lot more solid...advertisers always have to use them. For a company like TTD they can move away if they see a better alternative |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 3067
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 2:10 pm: |
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Saarang:TTD took a hit...was thinking of puts but did not go for it...grr
TTD was just some year end profit taking I think, it doubled in short time..
currently adtech sleeping until further catalyst..
MGNI/PUBM are good ones for 2021 |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2020
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, January 04, 2021 - 2:07 pm: |
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Saarang:Good thread...will need to read and catch up on some things. One caution: In this industry most of the big developments happened many years back....recent years lo its just incremental progress but the market has gone crazy over it this year.
TTD took a hit...was thinking of puts but did not go for it...grr |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2993
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Monday, December 28, 2020 - 9:41 pm: |
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12/28/2020 What happened TTD 832.62 (-99.15)
Shares of The Trade Desk (NASDAQ:TTD) took a hit on Monday, falling as much as 10.9%. As of 3:15 p.m. EST, however, the stock was down only 8.6%.
While there didn't seem to be any specific news related to the ad tech company on Monday, the stock's sharp drop can likely be explained by a sell-off in the broader market for many growth stocks.
MGNI - 31.04 (-4.49%)(-1.46)
PUBM - 28.21 (-7.33%) (-2.23)
CRTO - 20.80
ACUIF - 13 |
Saarang
Kurra Bewarse
Username: Saarang
Post Number: 2016
Registered: 04-2015
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 25, 2020 - 1:31 pm: |
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Good thread...will need to read and catch up on some things. One caution: In this industry most of the big developments happened many years back....recent years lo its just incremental progress but the market has gone crazy over it this year. |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126701
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 4:58 pm: |
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Medical_miracle:
Nenem move cheyyaledhu annai
Mana enter annai akkade esaadu threads
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle
Post Number: 2130
Registered: 08-2020
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 4:54 pm: |
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Nalla_baalu:
nalla baal saar. by mistake meeru ee roju start sesina deep dive threads on mga, frsx etc. also moved to finance section. bring back them here. |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126697
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 12:18 pm: |
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Andhravodu:separate section is where threads go to die. No one looks at things other than this new topic section
just trades move chesthaanu annai ..and if this thread becomes inactive idhi kuda....post undevaraku anni ikkade unchuthaanu ...ippudu aa apple and tesla thread lo 1 week em posts lekapothe move chesthaanu
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2949
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 12:06 pm: |
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Andhravodu:separate section is where threads go to die. No one looks at things other than this new topic section
yeah I understand - we can keep the current weekly thread here
and rest all if people are interested will come over there. I did not see many participating and interested in deep dives etc.
I don't want to cause inconvenience to regular folks and also wanna check out all in one place |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2948
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 12:04 pm: |
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Nalla_baalu:Sure will do anna
Also this one plz - Real Estate Market Updates |
Andhravodu
Kurra Bewarse
Username: Andhravodu
Post Number: 2697
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 12:03 pm: |
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Entrepreneur:Can you move the Deep_Dives and old weekly trades to Finance and Investment Section
separate section is where threads go to die. No one looks at things other than this new topic section |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126696
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 11:56 am: |
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Sure will do anna
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2940
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 11:29 am: |
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Nalla_baalu - Sure will do.
Can you move the Deep_Dives and old weekly trades to Finance and Investment Section? In that way all will be in one place and new Deep_Dives will open there. |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126695
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 11:09 am: |
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Entrepreneur:The research paid off well.
Exited all PUBM/MGNI/ACUIF/CRTO
Got a good understanding how to play these now
Research bottomline pettandi annai
research cheyyatam oka ethu .... how to put it in action inko ethu
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kodibochu
Kurra Bewarse
Username: Kodibochu
Post Number: 4081
Registered: 04-2019
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 10:52 am: |
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Medical_miracle:what is the plan? are you planning to enter in pull back? scope meeda any comment?
Same question from me. Thanks. |
Medical_miracle
Kurra Bewarse
Username: Medical_miracle
Post Number: 2128
Registered: 08-2020
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 10:35 am: |
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Entrepreneur:Exited all PUBM/MGNI/ACUIF/CRTO
what is the plan? are you planning to enter in pull back? scope meeda any comment?
Previous ID ' Lolakulu'
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2938
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Wednesday, December 23, 2020 - 9:50 am: |
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The research paid off well.
Exited all PUBM/MGNI/ACUIF/CRTO
Got a good understanding how to play these now |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2935
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, December 22, 2020 - 4:09 pm: |
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Entrepreneur:2. PUBM - went high of 27.85 now 27.35
Good day for PUBM - closed at 30.37 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2922
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, December 22, 2020 - 1:37 pm: |
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Unified ID 2.0 is a must concept to understand
Check this video from Jeff Green CEO TTD
https://www.youtube.com/watch?v=mJP2ngh0owc |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2921
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Tuesday, December 22, 2020 - 1:35 pm: |
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Today Updates:
1. ACUIF - went high of 17.88 now @15.65
2. PUBM - went high of 27.85 now 27.35
3. MGNI - went high of 28.86 now 26.62
4. CRTO - went high of 20.17 now 19.64 |
Andhravodu
Kurra Bewarse
Username: Andhravodu
Post Number: 2665
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 18, 2020 - 9:30 am: |
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Nalla_baalu:you cannot scratch me on PINS
I'm bullish on PINS too, so we both scratch together
Roku inka ardham kavatledu, but ppl kontunnaru ante, there maybe a reason |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126675
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 18, 2020 - 9:15 am: |
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Entrepreneur:Do you work in this field?
Ledhu anna to look further into ROKU’s platform revenues I had to dive deep
Serious reason idhe....Andhravodu annai ki PINS and ROKU ani suggest chesaaaa .... aayana kochens tho ongibedathaadu nannu ani asalu tech behind it start chesaanu anthe
Andhravodu annai you cannot scratch me on PINS and ROKU 
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Andhravodu
Kurra Bewarse
Username: Andhravodu
Post Number: 2664
Registered: 04-2017
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 18, 2020 - 9:08 am: |
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Entrepreneur:
nenu work chesa, offers, biddings meeda code raasa
company vodu shares ichadu, kaani inka public ellaledu, value of share = 0 |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2901
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Friday, December 18, 2020 - 8:35 am: |
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Thanks Nalla_Balu both Jounce Media and Dhavel's stuff are pretty awesome.
Do you work in this field? |
Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126674
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 8:16 pm: |
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Follow these three tweets in the same order for basic understanding
https://twitter.com/dhaval_kotecha/status/1324947022923882496?s=08
https://twitter.com/dhaval_kotecha/status/1326747211485556736?s=08
https://twitter.com/dhaval_kotecha/status/1331454357452296192?s=08
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu
Post Number: 126673
Registered: 06-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 8:13 pm: |
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I have started reading about this for a week and found this helpful
Free PDFs
Technicals and business antha undhi
Just ivaale share chesaaru okaru
https://jouncemedia.com/little-black-book
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kodibochu
Kurra Bewarse
Username: Kodibochu
Post Number: 3957
Registered: 04-2019
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 8:08 pm: |
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Pubmatic - PUBM
TA - A decent head n shoulder pattern pushed it up. Volume is weak. Experiencing resistance at $27. If volume doesn’t pick up it might drop back to $25 and then $23. If volume comes in, we might see $29
FA - Price to Sales is pretty high, decent Quick Ratio (ability to cover short term liabilities), gross margins are cool at 69%, decent average volume, mkt cap is above a $1 Billion, revenue is increasing, +ve net income
Some points to note
SG&A went up
Cost of Revenue went up
Share count went up
Lock period expiry can result in downward pressure
CEO sold $9 mil worth of shares
Cash on hand $55 mil, they may go for another round of capital raise
Auto and retail are their largest customer segments
74% of their customers are $50 mil or less
They have 1.4% of the online ad market share. Potential for growth, but compete with big players
Could someone comment on their technology and edge over their competitors |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2897
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 6:43 pm: |
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Must know Ad Tech Vendors
1. Publishing Ad Servers
Google Ad Manager
Freewheel (A Comcast Company)
mopub
2. Ad Exchanges
Google Ad Manger
Index Exchange
Xandr
Verizon
OpenX
Rubicon
mopub
pubmatic
sovrn
Teads
Spotx
Telaria
Freewheel(A comcast company)
LiveIntent
triplelift
Trustx
Yieldmo
Unruly
Taboola
Outbrain
Sharethrough
3. Bidders(DSPs)
Display & Video 360
the trade desk
mediamath
Xandr
Verizon
dataxu
Amobee
Adobe
Beeswax
criteo
AmazonAdvertising
adform
centro
adelphic
quantcast
4. Advertiser Ad Servers
Campaign Manager
Innovid
flashtalking
5. Data Management Platforms
LiveRamp
neustar
Oracle Marketing cloud
exelate (nielsen company)
Adobe
Salesforce DMP
6. Multitouch Attribution Systems
Attribution 360
Atlas (by facebook)
Marketshare
C3 Metrics
Marketing Evolution
VisualIQ
7. Viewability Verification Systems
IAS Integral Ad Science
MOAT
Double Verify
Whiteops
Forensiq
8. Audience Verification Systems
nielsen
comscore |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2896
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 6:32 pm: |
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Companies:
TTD
ACUIF
MGNI
PUBM
ROKU
GOOG
GB
History:
Appnexus
https://www.wsj.com/articles/what-is-appnexus-we-explain-what-the-ad-tech-compan y-does-1480632208
https://www.thedrum.com/news/2018/12/10/appnexus-and-microsofts-eight-year-partn ership-the-story-so-far |
Entrepreneur
Kurra Bewarse
Username: Entrepreneur
Post Number: 2895
Registered: 05-2011
Rating: N/A
Votes: 0 (Vote!) | | Posted on Thursday, December 17, 2020 - 6:24 pm: |
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After crazy growth of ACUIF/TTD growth, thinking to learn more deeply about the future potential of this area.
I will add all my research here. Please feel free to add any valuable info. |
Cine Talk - Reviews, Gossips, Insider Info etc.