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1/26 Thread (General):
Any wayfair plays? It’s back up to the $190 mark
NOK next get in while ya can homies
9/9 Thread (General):
$MSFT is killing it lately 🙄
9/22 Thread (General):
Any yolo crypto plays here?
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I don’t see a future. They’re targeting the world of televisions, I’m not a big believer that tv ads are the future.
On the other hand, I am following digital turbine.
Subject Expert
You’ll get a good tell from GOOGL. But if FB is any indication you may not have a great trade there.
What do you think about PUBM?
It you’re asking me, the founders are solid
Qualitatively, good product but needs to expand/scale
Quantitatively, volumes have been very low, that to me is concerning
Bleak
Coach
Rmr the days when fubo was in the 30s
The thing with gambling stocks is that gamblers need to have $$$$ to gamble. I didn’t get into that because money was way more free flowing back then.
I don't work directly in the space any more, but they're one of the top independent supply sources and have solid relationships with buyers. With that said, there's a push to squeeze the supply side, whether supply path optimization or TTD's direct to publisher push with OpenPath.
They may still have a niche but wouldn't expect them to see outsized gains. But of course, I've been wrong before.