#Programmatic

Christian Reshoeft

reshoftc

With $TTD earnings coming up next week, a reminder of why it's my pick for the next decade.1. TAM is huge and growing. $TTD estimates $1 trillion in Ad Spend

Christian Reshoeft

reshoftc

Recently I picked $SQ as the company that excites me the most. My one pick for the next 10 years would be a different company, $TTD.In 10 years, looking back,

Christian Reshoeft

reshoftc

My high-level investment thesis on The Trade Desk $TTDStill applies now as it did back then.1. TAM is huge and growing. $TTD estimates $1 trillion in Ad Spend by 2027,

Dhaval Kotecha

dhaval_kotecha

Programmatic Ads 102Going a little deeper, this is how an auction looks like in the adtech ecosystem.cc-ing folks with positions in programmatic: @dannyvena @danielsparks @Beth_Kindig @RamBhupatiraju @FromValue @adventuresinfi @KermitCapita

your broker

yourMTLbroker

Some thoughts on Trade Desk, which is up 1,683% since going public in 2016, or 105.49% CAGR. $TTD The Trade Desk provides a self-service platform for ad buyers. TTD integrates

Alison Stiby-Harris

AliStibyHarris

https://twitter.com/HuffPostUK/status/1339553626965090306 It wont have been a small decision for Unicef to decide to turn their National Committee Office into a programmatic office. The last time this was done (I believe)

shoshana wodinsky

swodinsky

if you’re a reporter that gets paid to cover........ really anything (but esp topics like police brutality or qanon), you *need* to read this https://branded.substack.com/p/inside-the-chaos-of-brand-safety it’s tragic that reporters are

Baby Yoda Capital

BabyYodaCapital

I recently got some interest from followers about writing a thread on ad tech and the stocks in this spaceYou might have heard of $TTD or $MGNI but there are

Sam Rosenfeld

sam_rosenfeld

Election day treacle:We’re looking at turnout rates unseen either in 60 yrs or a century. Under daunting circumstances, millions have mobilized in new and old ways. The work people have

Weng

AznWeng

I examined the ad technologies used by the top 100,000 websites, apps and CTV channels to determine the market share of ad tech like Magnite. If you're an investor in

Jessica Ablamsky

jablamsky

I love a dramatic selloff, so here’s my notes on $ACUIF: - I always worry about declining revenue. But everything online advertising declined due to the pandemic, including current market

Cory Doctorow #BLM

doctorow

The mainstay of online advertising is "behavioral advertising" in which ads are placed based on dossiers of your activity and preferences that have been compiled by Big Tech giants and

Geoff Shullenberger

daily_barbarian

Liberal culture in the Trump era has been defined by a fusion of perpetual moral outrage with amnesia and political impotence. Every news cycle was the most important thing ever

Mattia Zulianello 🦁

Zulianello_M

Are populist parties (still) challengers?I've just read the umpteenth article considering (almost all) populist parties as challenger parties. This conclusion is disconfirmed by empirical reality and is grounded on this

ayush🐓🐝

gaajarkahalwaa

a few random stats about the mental health services in this country that are concerning :)))1. an estimated 15 crore people are in need of active interventions for mental illnesses.2.

Ari Lewine

AriLewine

In 2012, The Trade Desk was worth $70 million. Today, they're valued at $37 billion. How did they grow over 500x in 9 years?THREAD 1. Catering to the needs

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.