To the MGNI folk, has anyone taken a look at FLNT? Not the same business model, but a solid co. in advertising with good fundamentals. The prelim Q4 numbers look good, 2021 should be a growth year (given the ad space in general and outlook). They are profitable already, it seems this one can really pop when it gets noticed. I own MGNI and opened a position with shares and calls in FLNT on Fri.

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The sell side ad space, unlike buy side, is highly fragmented. The theory is someone will come out ahead as the central player. MGNI is one potential because of their breadth of distribution channels and tech. There are others with potential. The key is having a thesis why the other players would separate from the pack.

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Do you think this is a zero sum game? Ideally there can only be one big dog SSP right? Sentiment is MGNI has the potential to break out but I’m wondering if there is some sympathy play here

I hear this name pop up a lot when MGNI is discussed. What exactly do they do?

I feel like Magnite has more recognition, so it has a longer runway, but I’ll look at others

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