Member Info for gdog

I have lost fortunes over the years, for one reason or another.

I keep making them back.

This is my fourth go-round (USA slang?) since 1985.

This time I fully intend to hang on. (Famous last words.)

Oops....since I used quotation marks, I meant to say:

"Why am I not the least bit surprised."

And I am not surprised by our price action. Not the least bit.

"Why am I not surprised?"

Hey Coathanger,

Thanks for the chuckle.

The funny part about all the Money we made on Autonomy was the fact that HP got scammed by Lynch. Thank Money they couldn't claw any back from us.

I recall when Lynch would tell the story about the broom closet with the sign that said something like 'Private, do not enter', telling people that was the research department. That's when I began to have doubts about him, but not enough to sell a single share. Dude was and is a con artist.

Isn't that what adult diapers are for?

Funny, but just last week I told both my older brothers 'we've more than enough Money to pay for diapers to last the rest of our lives'.

Not kidding.

SW: My humor often resembles that of a child.

Seems the older I get, the more I regress.

Hey coathanger,

I remember you from years ago. How've you been?

Things going almost too well over here in the Dawghouse. It makes me wonder when a shoe is going to drop (meaning 'when the sheeeet hits the fan' in USA slang).

Hey Crusty,

It's not where we've been, it's where we're going that really counts. The one benefit of your expensive shares, at least Stateside, would be no tax on gains. Hey, we all need to rationalize because we need to move on. Easier said than done.

Thanks WInstanley.

Good posts today, everyone.

Note: our current market cap, at 626 pence, is ca $1.152 billion US. We'd be priced a lot higher in the US if we exhibit the kind of growth we're expecting. A lot higher. Not TTD valuations, unless our growth matches theirs, but still, a lot higher than we now enjoy. What do I mean by "a lot"...I can't put a number on that. If I were to do so, let's say 2X-3X. That's conservative.

Why am I not the least bit surprised?

Mihous,

One of my favorite words.

Seriously, I use it all the time. Prefaced with "effing" or "stupid effing".

The best part about hitting your head against the wall is how good it feels when you stop.

I just noticed how often the village idiot's been bloviated...once he's filtered you get this message:

"This message has been filtered, please adjust your filters to view"

You guys really ought to try filtering the twit. It makes you feel so good to not subject yourself to his inane posts. I suggest everyone give it a try. You can always go back to hitting your head against the wall at any time you choose.

Besides, if he doesn't have an audience, he'll evaporate like the smelly gas one emits after eating too many beans.

Magnite's been incredible for me.

After the selloff yesterday, I still have a 17 bagger in three years. Funny, but this is the one I felt was the weakest of all my CTV / RTB / Digital ad companies.

As we say over here: "annualize it and sue me".

I've put a total of two people on "mute" or "filter" in my life.

The first was a Pollyanna pumper on the Opko Yahoo board. The second was our village idiot over here. You have to be pretty obnoxious for me to mute you, but boy oh boy, I can't help but ask myself what took me so long.

My hat's off to my pal Rusty...he nailed that one on the head.

Hey Radium,

I've been called a lot of things, but that's a first for bunny.

You nailed it, I am very happy. It seems all my babies in this sector are working well. Magnite's gone insane.

I still tout TRMR.L on the Yahoo boards for all three of my main squeezes, Magnite, PERI, and AcuityAds. TRMR and PERI, while much more expensive than when I started singing the "these two are so cheap" tune, I still believe they both have a long way to run.

This sector is still in the embryonic stage of life...or so I strongly believe.

Good luck to all longs, and may the village idiot put the world out of misery by falling off a high cliff.

Excuse my typos. I am sure most will get the point. (Doubtful when it comes to the village idiot.)

One never knows what tomorrow will bring.

That's why I own a boatload of MGNI, a boatload of PERI, a sizable amount of TRMR, enough AcuityAds to make me really interested in them. a smidge of PubMatic, and a smidge of TTD.

I truly believe in this space. I've no idea who's going to be left standing in a few years, but I am betting most, if not all of my babies, including the ones I am really into in a deep way (this includes TRMR.L), will be around, in one form or another.

Not that it matters what I believe, but I also believe we've a real winner in TRMR, regardless of the of what Sir Diarrhea of the Mouth, also known as the village idiot, says.

Ginodoggie,

Why on earth would one load up at 550 pence, especially when one's stuffed his face, in several tranches, with an average price of 157.3 pence?

At the rate of growth we've experienced in the share price over the past several months, every pence this sucker grows makes it even more oversized relative to my entire portfolio. Same goes for all my CTV babies, of which there're many.

The question the village idiot should ask is "are you selling at 550 pence?" if he wants to ask long timers about our conviction. (Maybe he did, I didn't read his entire post...I can't get through the ad nauseam dribble.)

I, for one, am most certainly not selling at 550 pence. I am going to let this story unfold. I am a long term investor, and I believe we've a long way to go. I fully intend to hang out here until it either does, or does not work.

He arrived here this morning.

Stayed all day.

With a bit of luck we'll send him your way Monday morning.

Santa is da man.

Not to mention mosquitos buzzing around at night when we're trying to sleep.

That's another pest of which the ankle biting village idiot reminds me.

SW, I am also surprised we're not up in sympathy.

PERI up over 18% on the MGNI news.

PUBM also up, ca 9%.

TTD is even, but they've an astronomical fundamental valulation.

AcuityAds also up ca 15.5%