Out of curiosity, how recession proof are these adtech companies? Ads are key for any business to build a client base. That said, if there were to be a market correction, what could we expect to see in a pullback? MGNI, PERI, TTD, etc.

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In a market correction they go down just like anyother stocks. They go back up with every other stocks.

Some will go back up. Some will be Cisco. Choose wisely.

They’re pandemic proof, but not recession proof. Discretionary spending aka Netflix, Hulu, Spotify etc. will be the first things people cut when times get rough

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