The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Hey SNN,
I am big on diversifying within this sector.
I own what's to me a huge slug of MGNI, a fair bit of PUBM, and a sliver of TTD. Also a fair bit of AcuityAds, some Criteo, and FUBO.
As you may be aware, I feel PERI is provides the best risk / reward profile of all of these, including TRMR, which I'm into fairly deeply as well.
I don't know how this is going to shake out. So far I've done better in all of them than expected, and if I end up with another one of them being a huge winner like MGNI was for me, I'll be more than a little thrilled.
You won't hear me complain about TRMR...with an average price of ca 157 pence, my TRMR has been treating me very well since I re-entered this one after the old blinkx days. I love it here. Long may it continue.
Thanks for the Perion tag, Dog. Have now watched their presentation. It's not for me, but a useful one to keep an eye on for general sector trends etc. I follow Pubmatic, Magnite and Trade Desk for this same reason and read through their result statements, watch the presentations. Happy in TRMR for now. But I am very keen on DoubleVerify - too high a valuation (up again since IPO on their Q1 results) but as a business it is a 'must have' service that all in the sector must use to block fraud and verify impressions - hence the high valuation - an open road ahead of it, I can't see it's got any competition?
Thanks, Share.
Must see presentation at the Dawg Kennel.
I just watched the Perion virtual presentation by Stifel for he second time (a few minutes ago as a matter of fact). They've upped their search revenue projections over the next four years from $800 million to $900 million. These guys are serial sandbaggers, so I am betting even this is very conservative. I've been adding to an already bloated position in Perion for the past three weeks. This is one to not only watch, it is one to buy...this is my not so humble opinion, feel free to ignore.
https://www.retailroadshow.com/
Scroll down to tremor - audio slide presentation as per presentation already on investor relations company page. Expected to price by tomorrow. One extra slide, claiming TRMR's metrics are better than all others! (at slide 25)