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Tricky,

As an historian, you ought to know that’s an absurd notion. Are you trying to tell us Hitler (and his pal Il Duce ) had no interest in North Africa and points east (and eventually south)?

There was only one solution as far as they were concerned, and that was their “Ultimate Solution”.

They wanted world domination. Plain and simple.

My comment, which you mentioned below, was meant to be taken tongue in cheek

Had the country of Israel been in existence during WW2, I bet the Nazis would have bombed the hell out of the entire country.

BTW, as long as we're being pedantic, they immigrated to America. They emigrated from Germany.

Spearad was a German company, so maybe they didn't have the type of exposure to US markets which would have allowed them more growth, thus a higher valuation.

This also brings a more Euro-centric culture to TRMR, which I see as a positive, because I believe there's going to be massive growth on the Continent, Asia, Middle East, and eventually Africa, the likes of which is taking place in the USA right now.

Also, we all know the Jews and Germans get along famously...or more accurately, infamously.

Of course we need to spend to grow. Everybody does.

The competition isn't sitting around on their laurels. Software engineers, increased sales efforts, hardware upgrades for the server farms, all cost Money; and of course acquisitions do not come free.

Where do we currently generate most of our revenue? The most viciously unforgiving capitalist country on planet earth. Eat or be eaten...survival of the fittest...etc.

Unless, of course, you're big tech and you are totally corrupt (that was a redundancy), like all the large players in the USA, including the government.

Tricky,

Does that include Goodwill to our village idiot?

Radium,

Buyout talk is pure speculation.

Here's why I feel the current share price is "irrelevant" (I prefer the term "undervalued"): "... I fully expect the sentiment to change when we get into January, particularly because we will be coming out of the current news void and into the next catalyst…the 4Q trading update."

The above quote was stolen from the below post.

If we're doing as well as longs here feel we're doing (myself included, management's missteps and all), look out above.

Oh, and of course, TTD is DSP only.

But...I forgot to add, PUBM is SSP, and they only recently entered into the CTV market.

PERI has both sides, no server farms, but very solid management.

MGNI is huge into CTV, heavily debt laden, no server farms, and only SSP.

TRMR is well rounded, except for horrible judgement by mgt. in shadow banning viable commentators and totally screwing us as far as obscene, absurd, insulting compensation packages, which makes me question the judgement of both the board and senior management...who do they think they work for? Seems to me it may not be us.

Wouterous,

Do you recall who was instrumental in acquiring and setting up the server farms?

If memory serves me correctly, and I am pretty sure it does, it was Mike Lynch.

PUBM also has server farms, and relies heavily on Indian software engineers, so they've an advantage there as far as labor costs are concerned.

Tricky,

Nobody here has a clue about who's got the best technology, which I feel is key, otherwise we're all commodities. And we don't know what's around the corner via competitors. This is why I've spread my bets to 11 different ad tech companies, with heavy emphasis on those that are currently small in size, profitable and have solid balance sheets (PERI and TRMR are leaders in that pack). Too bad I don't have more TTD and PUBM...but oh well, you can't be everywhere in full force.

After thinking about it a bit, I came to the conclusion that a CAGR over 7 years being anywhere near the 40s is absurd.

I agree with Eagle's "ExpoLogo" comment as being reasonable.

I'd love to be proven wrong...for sure.

This was a nice change.

The ADR units were priced at ca $14.10 against the common at the closing price of 532p. We went our own way, in a positive direction today. The ADR units close at $14.76. I'll take it wherever I can get it, thank you.

Oops, meant to say Tricky's 21:30hr post to which I agree.

But I also agree with Radium at 21:41hr. (GMT, of course)

Tricky's 21:41hr post.

Nice to find you and I agree on something this week.

Radium,

Apologies. I posted the link you provided on the PERI and MGNI Yahoo sites without giving proper attribution. The one site I did give proper attribution was the TRMR Yahoo site, and that one didn't take; the post keeps disappearing. Go figure.

Radium,

Are you familiar with the "proud landlord syndrome"? Perhaps the author is afflicted with this.

Or maybe they meant to say 4,600 Indian Rupees. The author is from India.

Or, better yet, perhaps this guy has a world view, and he's talking about what we may experience throughout the world. World markets are opening up to online video technology, and the runway in front of us is effing enormous.

Not that anyone cares what I think except me, but I think we're going to have a lot of fun in this sector. And there's nothing more fun than making a boatload of Money. At least not to me. (OK, tagging cute young things when I was a lot younger was a ton of fun, but those days are long gone.)

Radium, this sounds too good to be true.

If this guy has it right, we're all in the right sector. Fingers crossed we've chosen our stocks well within the sector, along with a good bit of luck.

I've travelled a fair bit, and I have plenty of strong opinions about human nature (along with pretty much everything else).

I'm now old enough to realize my opinions matter only to me.

BTW, Tricky, I was smiling as I wrote my 18:14hr post.

I couldn't help myself. You opened the door, I walked through.

Being totally clueless about what's actually going on in the USA has never stopped you in the past.