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stt1,
doggy is based in the U.S. and has some knowledge of ad tech.
Skin in the game.
You are the one who is proclaiming a downtrend in the shorter term.
But the longer term is another matter.
You have failed repeatedly to predict anything going forward, so why should anyone listen to you?
Clutching at straws - as expected!
Tricky
"In case you did not notice, doggy has been saying for some time that certain U.S. ad-tech stocks "
Ok. So you say 'we' but you actually meant not you but ONE other poster, 'doggy'. Thanks for clarifying your mistake, you were in fact piggy backing on some else's opinion.
I always find it's best to form your own opinion and not rely on strangers on a BB. Unless of course you know them!
Anyway, it's good to see that you finally agree that US Peers are in a downtrend. So why did you say (see post within THIS message stream) only last Tues that my call on US ad tech bubble was wrong??.
Did you change your mind after I showed you the evidence?.
;-)
STIThead - “the trend is downward at the moment”
Because you pick your starting point to look at the “trend” as the highest point that the US ad tech shares reached. Idiot.
stt1,
Please try to keep up and pay attention for once.
In case you did not notice, doggy has been saying for some time that certain U.S. ad-tech stocks were probably overvalued and especially in comparison to the more conservatively valued Tremor.
Do you deny doggy has, in essence, been saying this?
Have you no eyes or ears?
I don't need mates to verify what I am telling you.
If you only had half a brain you could see the reality.
I do not understand why you are so ignorant
Additionally
You would be a fool to suggest that the trend has been downward, long-term, for ad-tech stocks.
Tricky
"We've said all along that the U.S. ad-tech stocks were overvalued compared to Tremor"
Who's this "We"? Is it you and your mates?
Can you point me to the posts where royal 'we' have stated that US Ad tech stocks are overpriced?
The fact is US Peers have fallen by 35-40% over the past 2-3 months. That's a big fall in such a short space of time and it backs up my stance made in Jan-Feb that I believe US Peers are in a bubble. A 35-40% drop within a short space of time is a bubble burst. As expected.
Last Tues you commented that I was wrong about the bubble. You now claiming you (and 'we') said all along US Peers were overpriced. Make up your mind.
I see US Peers rose yesterday. Obviously, you'll stick to your new assertion and state that US Peers are overpriced.
Shares don't rise or fall in a straight line. They are volatile at the moment so expect sharp rises and falls but the trend is downwards at the moment.
;-)
Stt1
I honestly can’t believe your employer keeps paying you a wage for your activities , but I’ll give you a little credit in the fact you keep PIs talking, after all that’s your role.
But if you had the slightest bit of humanity in you, you would shove your laptop up your employers arse.
Using what knowledge you have a make some investments and attempting to make a honest buck rather than trying to turn the tide of certainty whilst allowing your scumbag employers to fill they’re pockets with your hard earn’t efforts which without doubt are failing within reason, keeping pIs talking yes, affecting the SP definitely Not.
The problem is fella your so f———-g brain washed by these scumbags you don’t understand right from wrong. I’ll say no more tonight.
stt1,
We've said all along that the U.S. ad-tech stocks were overvalued compared to Tremor, based on fundamentals, while you just pointed to TTD and Magnite, et al. as doing much better because of their superior business models.
You paraphrased that it was a mistake for Tremor to be both a SSP and a DSP.
But it also depends on the market penetration of different companies in different parts of the world.
Their business models, rates of taxation under new administrations, the future potential and the profitability which hang on external factors and newly emerging markets to gain extra profits from, such as CCTV.
You said that Tremor was only making a 12% bottom-line profit recently.
That the CEO was selling and some stuff about the U.S. presidential election.
You understand about gross revenue versus bottom-line profits.
Now you blithely say it is all a bubble in the U.S.
It is difficult to know what you mean, scatter-gunning all sorts of comments hither and thither.
Tricky,
"stt1, do you expect all stocks to rise without end?"
No, shares don't rise or fall in a straight line, which is why a trend over several weeks is useful.
Since I mentioned that the US ad tech peers are in a bubble, they have fallen over many weeks. Therefore, there has been a downtrend going back 2 months.
Despite the strong results/outlook:
Today:
Pubmatic down 14%
Magnite down 10%
Perion down 1%
The Trade Desk down 5%
Since I mentioned US Ad tech in a bubble:
Pubmatic $69.92 1st March, now $38, down 45% in 2 months
Perion $25 2nd March, now $16, down 36% in 2 months
Magnite $62 12th Feb, now $31, down 50% in 3 months
The Trade Desk $903 22nd Dec peak, now $602, down 33%
That's a downtrend going back 3 months.
Check the graphs out yourself:
This is Magnite:
https://www.google.com/search?q=magnite+share+price&oq=ma&aqs=chrome.1.69i60j69i59l3j69i57j69i60l3.1230j0j9&sourceid=chrome&ie=UTF-8
Tremor - the uptrend continues - up 3% again today.
stt1, do you expect all stocks to rise without end?
TLY were much higher many years ago.
I notice you carefully avoid that fact.
Tricky,
"The stocks you mention are volatile, they go up and down in assorted patterns, the longer term trend is upwards."
Not really, the sp downtrend continues.
Pubmatic down 10%
Magnite down 2%
Perion down 1%
The Trade Desk down 4%
Meanwhile.....we climb another 3% today.
Spot on Brubru. Very selective - he picks his point of reference at the absolute top peak in the last year . What a muppet. He must think whoever he is trying to talk to were born yesterday.
"Perion $25 2nd March, now $16, down 36% in only 2 months. ALSO UP 125% OVER just 6 MONTHS
Magnite $62 12th Feb, now $36, down 42% in only 3 months. ALSO UP 238% OVER just 6 MONTHS
The Trade Desk $903 22nd Dec peak, now $660, down 32% in only 4 months." ALSO UP 3% OVER 6 MONTHS and 120% over one Year.
So sums up your futile analysis.
....meanwhile digital advertising is set to grow threefold making Stt1 bubble, hot bubble his head!
https://www.netimperative.com/2021/03/30/global-online-advertising-forecast-to-grow-threefold-to-1089bn-by-2027/#:~:text=The%20global%20internet%20advertising%20market,17.2%25%20from%202020%20to%202027.
Some U.S. ad tech stocks were over-valued and people have taken profits, overall they are still way ahead of where they were not so many months ago.
Therefore the bubble has not burst.
Tricky,
That's not the case.
Look at the 1 yr graphs of Magnite, The Trade Desk etc.
During the hotly contested US Election the trend was up ACROSS THE BOARD - During Q4 and some of Q1.
Since Q1, the trend has been downwards across the board.
Check the one year graphs.
Magnite:
https://www.google.com/search?q=magnite+share+price&oq=magnite&aqs=chrome.0.69i59l3j0i271l2j69i60j69i61l2.2007j0j9&sourceid=chrome&ie=UTF-8
The Trade Desk:
https://www.google.com/search?q=the+trade+desk+share+price&oq=th&aqs=chrome.0.69i59l2j69i57j69i60l5.1519j0j7&sourceid=chrome&ie=UTF-8
Perion:
https://www.google.com/search?q=perion+share+price&oq=perion+share+price&aqs=chrome..69i57l2j69i59l2j0i271l3j69i60.1391j0j9&sourceid=chrome&ie=UTF-8
The stocks you mention are volatile, they go up and down in assorted patterns, the longer term trend is upwards.
If you are not invested or betting here then stay on TLY health care and don't annoy the adults.
Tricky,
"So stt1 was wrong about a bubble"
Really? A 35-40% drop in sp of US ad tech companies is not a bubble bursting???
You must be the only person in the world who doesn't see a 35-40% drop in sp ACROSS THE BOARD as a bubble bursting.
Despite the strong results/forecasts..
US Peers down around 35-40% over the past few months.
Perion $25 2nd March, now $16, down 36% in only 2 months.
Magnite $62 12th Feb, now $36, down 42% in only 3 months.
The Trade Desk $903 22nd Dec peak, now $660, down 32% in only 4 months.
.....looks like that every time Stt opens his mouth the S/P goes up! Keep them coming lol
Tricky
stt1 AKA SikhTheTech over on our sister app Advfn is also full of **** and drivel there too- just sit and watch fella and you will see how wrong or right you are without bombarding PIs with your wet dreams.
ATVB
So stt1 was wrong about a bubble and the markets are in control.
Bad call stt1,
Tremor closed up 3%
Up 42% in only 3 Months.
Check the sp for yourself.
Magnite closed down 7%
Perion closed down 5%
The Trade Desk closed down 5%
Despite the strong results/forecasts..
US Peers down around 35-40% over the past few months.
Perion $25 2nd March, now $16, down 36% in only 2 months.
Magnite $62 12th Feb, now $36, down 42% in only 3 months.
The Trade Desk $903 22nd Dec peak, now $660, down 32% in only 4 months.
Check the sp for yourself..