Member Info for gdog

I was buying PERI hand over fist on dips over the past month.

Glad I did. As in very.

Tricky,

PERI serves both sides, demand and supply.

Plus search.

Farruuggia,

You're telling us he got it where he loves to get it?

You forgot to mention he used no lube.

Brutal.

Our Village Idiot obviously loves pain.

This is in part due to sector rotation, and also in part due to the fact that we ran up too far, too fast. Our valuations in many of these were not justified on a fundamental basis. The pendulum always swings too far, in both directions.

This sector is not going away. We'll fundamentally earn our way to the old highs in the ad tech sector companies that survive.

The only really cheap one of which I own, and I own several, is PERI.

'My opinion, feel free to ignore.'

All the "smallish" ad-tech companies I own are going after smaller fish with good tech. TRMR, PERI, MGNI, PUBM, ATY, TTD, FUBO, et al.

This space is hot and getting hotter. Fingers crossed I am in at least one of the major winners...so far so good.

https://investor.magnite.com/news-releases/news-release-details/magnite-acquires-springserve-leader-ctv-ad-serving-technology

Hey KPDm,

Cooling off in Oregon...so nice.

We hit 117F (47.2C for you, Milhous) on Monday afternoon in Wilsonville, Oregon, which is exactly where I was during the heat of the day, and I was outside for over an hour during the peak time.

I was sweating like a pig. Probably as bad as our Village Idiot on a good up day for TRMR.

KPDm,

Spot on in your 14:51hr post.

Thank you, Eddie.

I also believe in Perion's neighbor in Tel Aviv...TRMR.

I see a lot of similarities in management style; I truly believe they are both very good.

But I feel pretty good regardless...thank you Perion.

https://finance.yahoo.com/news/strong-preliminary-second-quarter-results-100000947.html

Many here recall the wonderful ice storm I mentioned last February. I was without power for 9 days. Thank Money for the newly opened Hilton about 8 miles from my home.

Today it is, currently, 111 degrees F at my home...and it's only 3:26pm Pacific Time, so we've a few hours until the peak. Wonderful.

If TRMR heats up like Oregon currently has, we'll all be in really good standing. Except, of course, our village idiot.

https://www.msn.com/en-us/weather/today/Butteville,OR,United-States/we-city?ocid=MNHP_U531&form=PRWLAS&iso=US&el=RSRr%2B2ggpZbqkAduhjVKCQ8NEmHuGKrNlVpjDcIguo8J652JHBf99YGF7AtWesC7IuIykazui8njB%2Bpg4QuZD4ISv%2FdA5YKL%2Bk3r4UmFV5is04zaTBc8C2M4p%2BDAm0%2Bj

Pinky,
Did you read the MF piece?
It was pretty straightforward.

Perion.

Up on no news, which is meaningless.

But it was down on no news, also meaningless…except for opportunistic investors who follow the stock and know the company, then took the meaningless movement down on no news to add significantly to their already bloated position.

This will prove to be a mistake if the company doesn't perform. A possible mistake I am willing to risk.

Why do chicks have a "thorpe"?

Because nobody would talk to them if they didn't.

Concrete boots?

Yes, that works as well.

This shows the difference in attitude between the West Coat and the East Coast...USA...but you're in the UK. Hmmmm

Tricky,

To help him out of is dilemma we could give him a huge dose of Fentanyl. That would serve two purposes: 1.) It would permanently put him out of misery, and 2.) It would put posters who read his posts out of theirs.

Hey Nonny,

Good one. Thanks for the early Sunday morning chuckle (West Coast USA time).

Trickster,

I asked once before. Perhaps you didn't see the post. I notice that you post late at night, UK time, fairly often.

Are you a night owl?

As always, short term movements in the sector on no fundamental news is only white noise.

It means nothing.

Anyone who does not realize this should not be investing....anywhere or in anything.

Only a complete moron doesn't realize the massive opportunity in this space.

The US ad tech market ran too far, too fast. We corrected, which is very healthy considering how far we ran, which was way over the top of reasonable.

Sanity now rules to a much higher degree in this space. If the company (companies) in which one's invested in this space can execute, then the stocks will follow and those investors will be well rewarded.

I left my house for a few minutes, and while I was away the ADSs dropped to a low of $16.16, or 584.89p. It has since rebounded a bit.

I had a limit order to buy tiny smidge at $17.48 and two tiny smidges at $17.16, both of which filled (obviously). Too bad I wasn't here, or I would have nibbled in the lower $16s as well.

No biggie, my ADS position is minute...as a matter of fact, it's "four tiny smidges".

Today's price action is nothing more than an opportunity for those who have a clue to get in or buy more. This is my opinion, feel free to ignore.