Member Info for gdog

Hey GSmiley,

Pretty much what I've been preaching for the better part of the last year...although my version's always been what we in the states call "The Readers Digest Version".

What Finncap said in GS's below post is exactly why I came back. Exactly and precisely why I came back.

To answer Milhous's question more accurately, it means the sector we're in is going to see a lot of consolidation. Those with strong balance sheets, rising revenues, and good management, will survive and thrive.

In my not so humble opinion this includes both TRMR and PERI.

Also, look at AcuityAds. I've a triple in that one, and that's in only three months.

This sector is on fire, and as far as stocks like PERI and TRMR are concerned, we've not experienced astronomical valuations relative to fundamentals, regardless of what our village idiot tries to tell us.

Better lucky than most anything.

Love luck.

Love, love, love luck.

I'll tell you what it means for me....

It means I am having a great day.

I am long 46,000 shares of MGNI, free and clear.

I love Money.

Love, love, love Money.

I bet I'm not alone in loving the way things appear to be unfolding.

I am also willing to bet our village idiot is searching for ways to attempt to diminish what TRMR seems to be doing. My current best guess is he has some sort of obsessive compulsion. Does anyone here believe he'll eventually figure out this is no longer blinkx / R1?

And all this time I was led to believe the people who repair shoes have shoeless children.

I gotta get out more often.

Failure is part of life. It's what we do with it / how we deal with it that makes all the difference.

SW, that's exactly what I was saying...at least that was what I was attempting to say.

More of my opinion, which you may feel free to ignore.

It's far better to be lucky than most anything.

I also believe we can, to some extent, create our own luck. This involves due diligence, optimism, and a willingness to take risk.

If you're not in the game, you can't score.

The following is my opinion, after decades of experience. Feel free to ignore.

Stock trading, and even stock investing over the short term, on gut feelings is a losing proposition. No matter how sure I've been of a particular stock, no matter if I felt I knew what was going to happen with a particular issue, I never knew (or know) what tomorrow will bring.

The markets don't give a rat's rear how I feel, what I believe, or of what I am sure will happen. The markets are going to do what they're going to do, no matter how sure I am of a particular outcome.

I find I simply cannot see into the future,

Our village idiot has serious issues.

I don't think anyone who's of rational mind and thinks logically is able to truly figure him out, which is why I don't try.

Dude is sick.

I won't be surprised by anything: lower share price, higher price, same price.

What I really, truly care about is a fabulous earnings report on our fundamentals, of which we've a clue, and even better guidance than the market currently expects.

(Note I did not say "forward guidance"...because that's the only guidance they give; they never give "backward guidance". Yes, I can be snotty.)

SW,

Let's qualify that: The current trend is our friend.

Fingers crossed it continues.

SNN, nice to meet you as well.

SW: first off, I sure as eff don't see revenues dropping off going backward.

OK, enough of the snarky comments...

I've no idea what tomorrow will bring. The so called "experts", all of whom know as much as I about what tomorrow will bring, say this move was inevitable, but was compressed by x number of years due to the pandemic. They, in their infinite wisdom (which amounts to close to zero), say the trend will continue. If I were a betting dog, which I apparently am, I'd bet that's the way it plays out...which is why I am here.

I shall remain invested heavily in this space until I see proof the fundamentals are turning against me (us).

SW,

I realize you didn't ask me. I also realize I'm not answering the question you didn't ask me.

I've heard numerous times from management of MGNI, PERI, AcuityAds, TTD, PUBM, various analysts, etc., that the lockdown accelerated the inevitable by three to five years, especially concerning CTV and cord cutting. (This also includes killing off weaker competitors in our space, and future consolidation in the space.)

Our village idiot lives in the land time forgot.

Having for me what is a very large position in Magnite and Perion Networks, a very healthy position in Tremor and AcuityAds, also a smidge in PubMatic and TTD, I watch a lot of these videos. Pretty much all of them.

I felt really good about my position in TRMR before watching this latest video. I feel better now.

In fact, it made me feel so good I'm going to watch it again.

A biggie is the argument they made (again) about serving both sides (DSP and SSP) and syncing cookies. But those are going away, and they're adapting agnostically to all three of the major techs (or more as they emerge) that are attempting to find somewhat uniform solutions in a cookie-less environment. This is key, and the fact that all the data will then lie with the publishers is also key.

Our village idiot has not a clue. This is not blinkx or R1

SW,

I don't know about your government, but I can tell you how it is over here: They don't want to get involved because big tech donates a tremendous amount of Money and "technical assistance" to our totally corrupt politicians.

And we've a ton of them. Totally. Effing. Corrupt.

I wouldn't touch GME.

They've been talking about it ad nauseum over here for the past week or so.

Total squeeze conspiracy. Cracks me up. I'm happy to watch from the sidelines and laugh at the shorts, for the time being, after which I'll laugh at the longs left holding the bag when it collapses (assuming it'll collapse).