Member Info for gdog

Hey Milhous,

This board is by far the kindest, most polite and genteel board of any upon which I post.

The boards in the US are predictably American. Loud, obnoxious and full of ignorant morons. Otherwise known as Biden voters.

I love to sit in the cheap seats and lob bombs. I am a very rude offender in many instances, but only once provoked by dullards, which abound. I find I don't suffer fools very well.

What on earth is going on around here?

I step away from my computer that has TRMR on the screen and it pops well above 8.

That's the sort of surprise that this dog loves thrust upon him.

Keep up the great work.

Dawg loving TRMR in Oregon.

Hey Max19,

I know one "yank" who is already loving it.

Now it's back to bed for seriously sweet dreams.

Farruggia,

Agreed.

I don't know if it's a common saying over there, but here we have a saying: Laughter is the best medicine.

When it comes to laughter, I am well medicated.

To be honest, I amuse the hell out of myself. Eff false humility, I like and understand my sense of humor (imagine that). Many do not understand me. But, as Mick Jagger said when asked about some of the lyrics in the song "Some Girls": 'eff 'em if the can't take a joke'.

Hey Farruggia and Nixon,

I figured Farruggia was referring to British slang for rodent when he mentioned "Furby". I wanted to be sure, so I looked it up in my trusty Urban Dictionary. I was wrong, but what I read amused me.

I read about 50 entries. If you go down far enough you'll find some pretty funny ones.

Of course I am a deviant, so it's likely not for everyone.

Hey Farruggia,

It was on this board (gerbil and hamster post)...posted by our resident blasphemous American

Hey Rusty,

Regarding your comment "...they already have a big say..."

That's exactly what I said to myself when I first read Farruggia's post.

For our "peers" on this side of the Atlantic and for TRMR.

I pray to Money we get a good first half trading update with raised guidance for the second quarter, as well as the first and second halves

Then again, I pray to Money pretty much every day. That's who I am.

Farruga,

I bet it's already pretty crowded in there; I imagine you'd have trouble getting his keyboard past the gerbil and hamster he's already shoved up there.

Hey Share,

Technically, in the literal sense of the word, you are correct, there are no peers among that group.

We often use the term "peer" incorrectly, to describe other companies in the same space. I am guilty as charged...and will continue to use the term, but with caveats.

Hey Flying,

I don't have a price target. I have absolutely no idea what tomorrow may bring.

That being said, I expect it to be higher from here in a year, as well as two years, then three. Of course there are numerous things that may get in our way.

Sorry to be opaque, but I really haven't a clue

TRMR is a solid company with good management in a booming space. This space is not going away.

There is no reason for concern about short term price gyrations.

Only short term thinkers, ignorant people, fools and idiots are selling this one.

'My opinion, feel free to ignore.'

Also, growth stocks over here became so over-valued on a fundamentals basis, they were due for a pullback.

This is no surprise. What was a surprise were the insane valuations to which many growth stocks over here ran. "Way too far, way too fast."

I believe the strong companies will grow into their recent sky-high valuations on a market cap / enterprise metric, but these valuations will then be more justifiable.

Radium,

Yes, agreed, the sentiment has changed. Growth stocks are out of favor over here. Anything but growth is what they're looking for. Sector rotation; it happens all the time.

FOMO on growth will return, and we're in the right spot when it does.

Milhous,

My bet, your bet, all TRMR longs' bet: we'll do very well in the coming months to years.

Our valuations are relatively very low on a fundamental basis. We've been OLV centric for years, and now we're also CTV centric. Tons upon tons of ad dollars are flowing towards our space. We're here to capitalize on the opportunities that lie before us, and capitalize upon it, I believe, we shall.

I didn't come back here in a pretty heavy way because I am stupid. I saw the writing on the wall well over a year ago. This is a different company than the dysfunctional blinkx/R1. There is only one person on this board that refuses to see this, and this is why we call him our village idiot.

Radium,

I believe they also stated that SpotX was a lot better at taking clients who advertise on linear TV to CTV. They have better in-house services to deal with those that want to transition but are not yet set up to make the change.

Also, while MGNI had a 'soft' month in March for CTV, SpotX had a strong month in March. They expect the companies to be marketed as one by July. The combination / integration of the two different CTV platforms is yet to be determined. They only closed the deal 10 days ago, so there's a lot to figure out. Especially considering SpotX was a private company, there's still a lot to learn about their operations.

Questions asked by analysts, and topics discussed:
CTV
CTV
CTV
CTV
CTV
OLV

TRMR is in a great place. I believe we have great days ahead of us.

Pretty much as expected.

OK, so the guy that wrote the MF article blamed it on a lack of CTV progress at TTD.

Not what I heard this morning, but I've not listened to the call. I will do so at a later date. I've only a smidge of TTD, but what they say matters to all of us in this space.

I am very curious to see / hear what MGNI has to say this afternoon.

In the long run, great companies will see their share prices rise. But that doesn't mean there won't be some big disconnects in the short run along the way. That's what's happening with The Trade Desk and Magnite today, and programmatic
advertising isn't the only industry in the Nasdaq that could see similar trends play out now and for months to come.