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Agreed Gdog - the daily vagaries of the market are a mystery to us all but I like the fundamentals of TRMR very much, bring on the results!
Magnite was down 20% last week, after their CEO sold $1.7m of shares.
They closed up 6.75% today.
https://simplywall.st/stocks/us/retail/nasdaq-mgni/magnite/news/this-insider-has-just-sold-shares-in-magnite-inc-nasdaqmgni
Telaria used to be part of Trmr(as Taptica). Telaria demerged from trmr and merged with Rubicon instead, to form Magnite.
Why did Telaria leave Trmr?
Telaria demerged from Trmr because the full stack model. Likewise, TTD don't run a full stack model because they don't see it works.
They are running different ad tech models to Trmr.
Telaria (Magnite) reasons for demerging from Trmr.. perceived conflict of interest..
"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
"There's always been a little bit of friction because we were selling agencies and advertisers different products while we were representing publishers," Zagorski said. "And the people who plug into that sell-side platform would always be somewhat hesitant to commit to it in a huge way because we had that perceived conflict."
https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/
****************************************************************************
The Trade Desk (TTD) previously quoted as saying that their one sided approach was the key to its success...other companies have also ditched both sides...
"Many companies that tried to run ad tech businesses on both sides later have sold one side off: Rubicon shut down buy-side platform Chango, with then-CEO Frank Addante admitting the acquisition was a failure. Tremor Video just sold off its buy-side business to focus on the supply side. Amobee sold its sell-side business to focus only on the buy side. The Trade Desk, which has seen its stock skyrocket post-IPO, consistently cites its single-side, agency-focused approach as a key to its success."
https://adexchanger.com/platforms/appnexus-buy-side-falls-wayside/
Hey Pasio,
While I enjoy up days, as a long term investor, up days on no news are basically meaningless.
When we go up on news, I am thrilled. For investors, it's all about the fundamentals.
That sea of green - what a sight for you Gdog!
I am very much hoping so - it is certainly making for an ever more compelling investment case in TRMR!
Pasio,
I own all three, and I love it.
You forgot to mention AcuityAds. Ha.
TRMR is every bit as good a company as all four of the above, perhaps better.
This is already a boatload of fun, and I am heavily betting it's going to be even more fun as time goes on.
Our US counterparts in MGNI, PERI and PUBM have have had their breakfast of steroids this morning - great to see!