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Remark Holdings' customers include the Las Vegas Raiders and the Las Vegas Police
Remark Holdings' customers include the Las Vegas Raiders and the Las Vegas Police
AI Gem in $MARK - Limitless Potential with some of these AI use cases
AI Gem with Remark Holdings ($MARK) - Small AI Company with Tons of Potential
On Fire: Top Artificial Intelligence Penny Stocks
Scripps hits three-month low amid earnings miss, light revenue guidance (NASDAQ:SSP)
$CRTO - Deep value + High quality + Short squeeze play
Pubmatic ($PUBM) - Trade for Justice, or for Profit
Pubmatic - 55% Short Interest - The next big squeeze?
France fines Google $267 million for abusing ‘dominant position’ in online advertising
PubMatic - Solid Earnings, Low Float, Low Market cap, Crazy Short Interest, History of Volatility, 🚀🚀🚀
PubMatic ($PUBM) - Quarterly Report and Short Interest 🚀🚀 (mods, let me post please!)
$PUBM go brrrrrrrr - same lesson, same old men, how many times?!
Airport Concession Operator OTG Said Exploring Sale, SPAC Deal
Mentions
They don’t own the auction…I work at a adtech SPP…they use multiple SSP for their bids. It’s an overvalued stock.
I think they are doing the right thing. According to Gemini they have amazing tech. 1. The "15 Million QPS" Challenge TTD processes roughly 15 million queries per second (QPS). To put that in perspective, Google Search handles roughly 100,000 per second. Latency: Every single bid request must be ingested, analyzed, and responded to in under 100 milliseconds. Edge Computing: They use a hybrid model of AWS (for global acceleration) and their own colocation data centers. By using AWS Global Accelerator, they route traffic over the AWS private network to keep latency low across different geographic regions. The Database: They rely heavily on Aerospike, a NoSQL database designed for petabyte-scale data with sub-millisecond lookups. It’s what allows them to remember a user’s frequency (how many times they've seen an ad) across millions of simultaneous auctions. 2. Kokai: The AI Upgrade While their older AI engine (Koa) was great for basic automation, the new Kokai platform is a "deep learning" upgrade. Audience Scoring: Instead of just bidding on a "car buyer," Kokai assigns a unique relevance score to every single impression opportunity based on "Seeds" (first-party data provided by the advertiser). Distributed AI: They don't just run one big model; they distribute "intelligence" to the edge. This means the bidding server at the data center can make a "smart" decision based on local patterns without waiting for a central brain to chime in. 3. UID2 (Unified ID 2.0) Architecture This is their technical answer to the death of the cookie. It’s an open-source framework, not just a product. Hashing & Salting: It takes a user's PII (like an email) and puts it through a double-blind encryption process. The Token Flow: 1. A user logs into a site. 2. The email is sent to a UID2 Operator. 3. An encrypted UID2 Token is generated. 4. This token is passed into the "bid stream." Only authorized DSPs (like The Trade Desk) have the decryption keys to see the underlying ID and match it to an audience segment. Rotating Keys: To keep it secure, the encryption keys rotate frequently, making the tokens useless to anyone who tries to intercept them without permission. 4. OpenPath: Cutting out the Middleman Technically, TTD is a Demand-Side Platform (DSP), which usually buys from a Supply-Side Platform (SSP). However, with OpenPath, they’ve built direct API integrations into publisher ad servers (like those of The Washington Post or Reuters). Efficiency: By removing the SSP "hop," they reduce the physical distance data has to travel, which lowers latency and eliminates the "tech tax" (fees) that SSPs usually take. Protocol: They use OpenRTB (Real-Time Bidding) standards but implement it via direct pipes, essentially making the supply chain "flatter." 5. Data Analytics at Scale For long-term storage and reporting, they use Vertica (on Amazon S3). This allows them to store petabytes of "cold" data but still perform massive SQL-like queries for advertisers who want to see a report on exactly where every cent of their $10M budget went.
Trump shat on the sector today with his tweet about 39% ownership which is contradicting his administration saying they would deregulate and allow more consolidation, then mid day SBGI made an official offer to SSP and popped the sector. It’s a strange one, GTN has 500m mkt cap approximately at almost 6.5b enterprise value. Like I said, trash sector but I’m in it for M&A and worst case the next spectrum auction where they can sell assets for billions again like last time.
GTN, EVC and SBGI. Huge dividends, garbage sector but Congress is in in the works of giving the FCC back their rights to auction spectrum. SSP already looks like SBGI taking over. Once FCC regains control of spectrum auctions, their assets will be worth billions on the books again as with last spectrum auction. Their spectrum will be repackaged and used as 5G. In the meantime, I’m locked into 7-12% dividends for the next couple of years. Stress free investing
SSP just made a new yearly high on news that Sinclair bought an 8.2% stake
Most are unaware of how ads work across linear, A/S/T-VOD, digital (desktop, mobile, tablet, apps) between DSP and SSP on traditional C3/C7, targeting/re-targeting, and programmatic… solid DD. Prev mentioned PE (against your DD by another regard) was TTM instead of FTM. The only threat to $TTD is $AMZN Ads, but one can have conviction that $AMZN could face similar scrutiny as $GOOG… I’m just another regard, except may or may not have decades of media ads exp.
I‘d consider SSP over DSP that feed into the walled gardens. $MGNI is on a tear and solidifyping relationships with Netflix and amazon to feed into them
So... My fellow Retards QMMM!!! Missed the POP What else is out there with this type.of potential??? RAIN NBY SSP MOVE VSME Etc......... https://preview.redd.it/89qval88xiof1.jpeg?width=1080&format=pjpg&auto=webp&s=afb00fcec746481915f84ecd7ccb0e33e10e7e6b
I used to work is AdTech on SSP side till 2 months back. The AdTech is under pressure due to reduced spend on advertising due to increase in tariff. There is not a lot of money in open bidding, company’s with closed ecosystem or platforms of their own make most of the money in Advertising. I would honestly stay away from AdTech sector till this tariff thing is cleared.
I hope my $SSP is in that list but nooooo🤌🏽. Well, sleeping gems are sleeping gems, until they not 🙂↔️
I made a few hundred with $TLRY couple months ago and im happy with that. I have no ballzorellos to jump in atm. So i went in for $SSP at $1.88 and getting look good👌🏼
SSP has found it's support line and looks like it's climbing again. I buy 800€ at 1.55🤤
$SSP Is looking very tempting now👌🏼
I hear ya, but don't forget $SSP. Getting heated up🤌🏽
It’s already been priced in. We already have companies like First Street Foundation with 30 meter resolution for future climate scenarios ranging from RCP/SSP1.5-8.5, and Moody’s with 200 meter resolution that’s been feeding the primary insurance market for over 30 years. I have yet to see how Nvidia’s “new high res” 1-km raster can tip the scale considering hazard is only 30% of the equation and the rest and bigger piece of risk is going to be in exposure and vulnerability.
the entire sector is moving . GTN is up nice . SSP has one analyst price tgt of 7 so hoping we get a stronger move yet
SSP is a call option on TV bcast M+A. Its a merge or die situation and you may need government assistance to increase the cap. The TSA bought a little bit of time but there is still a very good chance this is a $0. It's pure lotto ticket (not saying that is a bad thing at all).
Thata true SSP trades at .08 times annual sales and PLTR trades at 60 times annual sales. Maybe if I am right, one day We will see double digits of SSP only trades at 1 x annual sales
At least you can say nobody else on the planet is comping PLTR to SSP
I do SSP after the GTFO. It works except if GFYS before the XXL. Otherwise R2D2 or 3CPO.
My play today was SSP hope everyone made some moneys
Good lord SSP has only one million volume ! And 60% might be good to buy now hold till tomorrow
LMT was just awarded a $383.1M contract modification with the US Navy for "Trident II (D5) Life Extension 2 (D5LE2) SSP Alteration (SPALT) development" [](https://x.com/StockMKTNewz/status/1885457946080874802/photo/1)
Same but with health problems. I had an amazing credit score, but then being on SSP for nearly 2 years screwed me financially. I can't even do any finance loans and my PayPal account is blocked.
[THE ESSENCE](https://youtu.be/AzQJO6AyfaQ?si=SSP9H9GJnpPLhAQk)
https://youtu.be/AzQJO6AyfaQ?si=SSP9H9GJnpPLhAQk
Ummmm. My SSP stock is down $7 can someone fix this?
Refugees who are granted resettlement through the State Department’s Reception and Placement program are sponsored by a nonprofit resettlement agency and are given essential housing, food and other basic necessities. A one-time payment of $2,275 per refugee is currently provided to the resettlement agencies, the State Department told us. The agency can use $1,225 of the payment for direct assistance on critical needs, such as housing, food, clothing and furnishings during the refugee’s first 30 to 90 days in the U.S. The rest of the money helps resettlement agencies provide case management services and cultural orientation, and connect eligible refugees with employment services and English language classes. Refugees receive the $1,225 directly only in rare cases in which they have family or friends who can provide housing and other basic needs. This is the total amount available, and it is not a monthly payment, the State Department said. After those first few months, the U.S. Department of Health and Human Services’ Office of Refugee Resettlement works with states and other non-governmental organizations to provide other financial aid in the form of Refugee Cash Assistance and Refugee Medical Assistance, as well as other social services. EFSP – a program originally established in 1987 to help hungry and homeless Americans is being redirected to illegal aliens. The remaining $450 million from the omnibus slush fund will go towards a new “Shelter and Services Program” (SSP) expressly dedicated to illegal aliens. On February 28, in another brazen move to prioritize illegal aliens over hardworking Americans, the Department of Homeland Security (DHS) announced it will begin awarding $350 million of taxpayer money to “help local communities around the country better manage the costs of noncitizen arrivals in their communities.” It’s the first allocation from a new $800 million slush fund for illegal aliens created by the $1.7 trillion Fiscal Year 2023 omnibus spending bill. Localities and non-governmental organizations (NGOs) can apply for reimbursement – or, in some cases, advance funding – for a variety of activities to “support” illegal aliens. In addition to the aforementioned hotel stays and plane tickets, taxpayer money may go towards “legal aid” to help aliens get around our immigration laws, “translation services”, “mental health” (a vague term that could encompass a wide range of expenses), up to $5,000 of reimbursement for big-ticket purchases like cars or A/C units, and/or payroll expenses for staff – including overtime. I'm sure there's more, in addition to stuff like Obama phones and other handouts being given. We just saw NYC say they're allocating a billion for temporary housing for illegals, and their influx of illegals is minor compared to border states.
They were a major SSP (supply side platform) in the programmatic space. Recently they have consolidated the business on the Demand Side platform where you can buy ads on Yahoo owned sites as well as the rest of the digital ad exchange inventory. It’s probably in 3-4th place as far as top DSPs used by brands and agencies. If Google is broken up and their AdX/DV360 business forced to break apart, it would be a very positive share event for companies like Yahoo, The Trade Desk, Criteo, and maybe Viant.
1) Have a solid high paying day job. If you ever make it to the level that you get offered SSP (it's called an executive salary deferment program or something along that line) then you are off to a solid retirement. A solid 401k 1:1 match is a 100% return off of the $20.5k limit from the get-go. 2) DCA, don't try to time the market (and selling puts is a way to time the market). If you miss the best 10 days, your long-term return is reduced by 30%. Selling puts and calls are cute and all but limit that to a small portion of the portfolio and weight for the right condition to do it (high IV/VIX for example). After all, the only shares you got from selling the puts are the ones you overpaid for. The only shares that you sold by selling the calls are the ones you underpriced. Sometimes, the premium makes up the difference, sometimes it doesn't.
This in itself doesn't tell the whole story. I also got a "no salary increases" email from my company during the covid year. However, to make up for that, the company gave me an extra $20k worth of stock + around $10k of bonus. I'll take that over a 5% (or whatever salary increase is) in a heartbeat. I don't have 20 or 30 years more to go so a higher base salary won't mean much to me. Cash on my hand in one big payment can grow quicker in an investment account. A higher base salary also means a larger 401k match so it's important for younger employees. For older folks who already max out all the limits (pre-tax, after-tax, and SSP - some call this the executive salary deferment program) a salary increase isn't as important as it sounds as long as the bonus or stock option makes up for it.
I believe they won’t pay another dime for those assets. If someone does, it won’t be SSP. They’ll cash out on whatever they get above the two rounds of loans. I also believe you’re a bag holder. Be sure to share some actual screenshots for us.
Regulation favors TTD, because they are sell side only. The current DOJ regulation directed at Google aims at breaking up their monopoly as a DSP, SSP, supply vendor, data vendor, etc. Even the threat of cookie deprecation is mitigated through their UID2 solution. The biggest short term threat is the looming recession. TTD stock overly responds to the market, which is why a phenomenal financial year in 2022 still ended with huge stock losses. If you think there’s a recession looming in 2023, yeah, might want to stay away. If we avoid that though, TTD is set for a strong year.
>YAHOO SAYS WILL SUNSET SSP, WHILE FULLY SHIFTING NATIVE EFFORTS TO PARTNERSHIP WITH TABOOLA ANNOUNCED IN NOVEMBER - YAHOO SPOKESPERSON ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-02-09 ^13:46:12 ^EST-0500
Everyone ticker:SSP is the stock to buy, WSB could own news media
Not all the time I would like to post, but enough time, and we employ plenty of people. Correct, BBBY biggest customers are the Buy Buy Baby customers, hence my stance to forego BBBY as a company and have Buy Buy Baby as a separate business. But getting loans using a subsidiary to rebuild a failing business that will continue to fail is just a very bad decision. When this company stock came down to \~$4, plenty of educated financial analyst valued it below than mark based on the actual business indicators (total revenues, EBITDA, market value, # of stocks, etc.). Now, the management team at BBBY wants (and will) issue more stocks, diluting the existing value of the current stocks, to get maybe $40 to $50 million dollars (pennies to runs all the physical locations at a loss). At the same time, the lenders have approved the loans, because they know they have a $1 billion business with Buy Buy Baby that they just bought at a 50% discount. In a few months the same lenders (JP Morgan Chase and Sixth Street Partners) will keep Buy Buy Baby, BBBY goes bankrupt. RC made his money already. JPM and SSP are surel going to get near 100% ROI on this deal. But three winners will also come at the expense of thousands of losers holding stocks in a hopeful intent for BBBY to turn around when it cannot.
before, Peri is adtech similar to Google (DSP and SSP, not playing one side or the other) and crushed it, Channel checks show people moving some facebook ad spend to Google (there are multiple sources, but if you want to see one, check the WSJ article today). Also, either way hold this motherfucker for 10 years and you'll be happy. ​ In case you didn't already know, KO and PG are trading at higher PE's than Goog...let that sink in
The retention revenue drop of 20% really resets the valuation significantly. When P/S was 80+, it was priced in for probably 80%+ growth next year and 10% less or so on each following year (PS 80/1.8/1.7/1.6/1.5=10.9). If they improve the efficiency further in the future to further reduce retention revenue, that would have another valuation reset. I watched this video last week [https://youtu.be/8VVvCpTK2-g?t=357](https://youtu.be/8VVvCpTK2-g?t=357) When he projected 70% YoY for next 5 years and 40X P/S, the ending valuation at the end of 5 years is only $145B. With share dilution, upside of share price isn't big. ​ Speaking of TTD, I actually own 350 shares of it. Prior to seeing your comment, I planed to sell them when it has a rally after watching this video from the same guy last week for [https://youtu.be/Dddkbtj\_zmo?t=1112](https://youtu.be/Dddkbtj_zmo?t=1112) . Unfortunately the share price of TTD dropped nearly 13% yesterday and 5% today. I totally agree with you that investing in buy side of AD business is better than sell side because customers of a DSP can see the performance of the ads and stick with the DSP whereas customers of SSP probably only care about which SSPs offer highest price. But I am beaten down lately after losing 40% of my money due to multiple compression so I prefer PUBM over TTD at the moment. ​ And after seeing your holdings, I did more research about UPST and evaluated their potential return versus risk, and I have reduced some other positions to add more shares of UPST over the last few days. If they can show the the growth of auto loan, their upside is sky high.
Financials are getting better. APPS is more solid at this stage. But their market is very interesting. SSP platform plus CTV market is growing like hell. I like their SP ratio, looks like they are less overvalued than most growth stocks (were). Knew them when they were Rubicon Project, management team looks strong. Although I'm not sure if their agenda about recent drop in ad revenues due to pandemic is true. Google is not concerned about that at least. Hope support/bottom is close. I can wait for it to recover np, although wouldn't like this stock to become the next PLUG :)
I just login and check. I think you are right. The "Company total contribution" has more details than I first thought (I never looked beyond the summary page before). There's a employer match and ZYX Company Contribution (I keep the name hidden since it can be linked to a company) that makes up the "Company total contribution). Some of the money goes into a non-qualified plan SSP. The total is above the 58k limit.
Would get a kick out of SSP hotline being pinned again.
This has been said over and over. Your post is hypocritical. The same coulda been said about AMC/GME/BBIG/ATER/PROG and so on. This sub should be renamed SSP&D
Those are ESOs. You're right. However most people outside the industry just say "stock options" when it could be SARS, ESOs, the SSP you mentioned and so on. My point is most people don't know or care about the difference.
This is a great breakdown and my process is very similar. I would also describe myself as a shitty stock picker. Stay green SSP.
$FUBO announces $MGNI as preferred SSP
Every SSP needs data centers to process their request. Pubmatic chose to own their own data centers while most others rent them from AWS or the likes. I think for them, they saw it as more profitable and flexible to build their own
Imma be honest with you here having more data centers makes it a worse business. It just creates alot of overhead. The SSP market is a hurdle market where you don’t differentiate because you’re .1 milliseconds ahead of the next guy, as long as you both can deliver on time which all current players can do. I agree their tech is good tho - prob a tie for 3rd / 4th in CTV. But like if that 25% take rate goes to 15%, you’re losing 40% of your revenue overnight no?
Adweek polled 10k adtech professionals and Pubmatic was voted best SSP so I'm not surprised.
Ya I work at a publisher that uses Pubmatic as an SSP along with Magnite, Verizon, OpenX, Appnexus, Index, and a bunch of others. The misinformation in this thread is wild. Pubmatic has some pretty big partners they work with and consistently rank near the top of my stack. The cookies going away thing is only an issue if you don’t have a plan and they operate across display and video for web, app, and OTT
Right call. I’m long for a while now so my cost is pretty low but I have trimmed some shares I wouldn’t mind adding back. MGNI just put out good numbers too, It’s a SSP and half the valuation of TTD (but TTD does deserve a higher multiple).
Be fucking careful. I worked in adtech for a long time. That's how I made my money. There are a million SSPs out there. The margins tend to be shit. The reason is that anyone can build an SSP (it's not hard) and it's basically printing money. So you get ridiculous margin compression -- it's a race to the bottom on prices. The only way to succeed is to have a platform (for something other than ads) that has a lot of users, allows you to collect maasive amounts of data, and use that data to serve better ads. Eg: Google, Facebook. Both have very successful SSPs because they use their user data to pick better ads to show. To make matters worse the big guys can set their own rules and people will play by them. For example Facebook does self-attribution. That means that if you see an ad from FAN and you later install the app, FB will charge the advertiser for it. This is true even if the user later (but before installation) saw a different ad from the same app and a third-party attribution provider attributes the install to a different SSP -- in this case the advertiser gets double-charged (Facebook does not participate in 3rd-party attribution). If the advertiser doesn't like these rules they are free not to advertise on FB... but of course almost no one does that. I would generally recommend against a pure SSP play. They are fighting an uphill battle against the big platforms. This war is won and lost with data, and they will never have as much or as relevant data as the big guys. So, yeah, be fucking careful. The shorts are short for a reason.
E*Trade SSP has been good, but it’s buggy recently. In a fast moving market if I’ve had to close out street smart, log into E*TRADE and place the trade manually. That takes like 30 seconds and has cost me valuable points.
SSP looking real nice (If you're into triangular things with nickel calls...)
Take a look at TRMR. London based company which will be US listed in the next couple of weeks. It’s undervalued compared to PUBM, it has first mover advantage in CTV and it operates both SSP and DSP functions.
Fundamentally TTD and MGNI are two different side in programmatic industry. TTD is a DSP and MGNI is a SSP so the change of third party data or cookies will either bring down both together or shoot both to the moon. TTD works with MGNI for publishers inventory access so it's not like MGNI will close the valuation gap just because of this. Plus MGNI works with Google as well for inventory so in nutshell can't really compare TTD with MGNI. MGNI and PUBM is a better comparison if purely on valuation.
Yea i can see that, I don’t think they deserve a TTD type valuation also but there is still a wide disparity between the two (Understand one is DSP and other is SSP). The entire market is punishing any company even being valued by a p/s metric, it’s gotten out of control. Seeing some of the best value in over a year though, just tough holding through these troughs. I’m still holding MGNI heavy, been in since it was rubicon. Also holding TTD although I trimmed a little on the way up, I’ll probably add those shares back before the split. KBNT is my newest spec position in the space, slowly accumulating.
I have been invested in SSPG around Q3 2020 since I saw the same trend of a £6.68 share pre-covid down to £2.00 and jumped on the wagon thinking that the industry will pick-up once travel opens up... When this recovery will happen is uncertain: - their Bus/Train venture reportedly will not recover to pe-covid until 2024 - Sale 2021 estimated to have sales slump - SSP also looking to raise £475million to brace for said slump (also I think to fund it's extension of bank facilities which is positive imo) + Analysis is still optimistic that business will be on the rise as EPS is est. to still increase. Travel related performance, with vaccine rollout this + They're still opening franchises in stations around europe - Frankfurt is the latest. + solid growth pre-covid I don't know what SSPG's current debt or cash position is, this would help understand if they'll actually manage to hold out the storm. Just some reading I've done on the Stock - appreciated if you have anything to add. Their earnings are in June 2021, potentially is sales decrease further, share price would too - you can wait until then to buy in obvs, I'm not an advisor!
A stock I hold, SSP Group is doing a rights issue thing and I have been offered the chance to buy an additional 450 shares for 180p. The stock trades at 330p down from a pre covid price of over 600p. I’ve never partaken in this sort of thing before so what are the pro’s and con’s of taking up this offer? Thanks! P.S if anyone’s seen a thread about this please let me know.
A stock I hold, SSP Group is doing a rights issue thing and I have been offered the chance to buy an additional 450 shares for 180p. The stock trades at 330p down from a pre covid price of over 600p. I’ve never partaken in this sort of thing before so what are the pro’s and con’s of taking up this offer? Thanks! P.S if anyone’s seen a thread about this please let me know.
OTG, an operator of restaurants and concessions at U.S. airports, is exploring options including a sale or going public through a special purpose acquisition company, according to people with knowledge of the matter. The New York-based company, which filed to go public in 2016 before delaying plans and citing market conditions, is working with an adviser to solicit interest from potential suitors including private equity funds, so-called strategics and SPACs, the people said. Its targeted valuation couldn’t immediately be learned. Founded in 1996 by Chief Executive Officer Eric “Rick” Blatstein, OTG traces its roots to a single restaurant in the Philadelphia International Airport. The company has locations in Chicago’s O’Hare International Airport, New York’s John F. Kennedy International Airport and LaGuardia Airport, and Toronto Pearson International Airport, among others, its website shows. After OTG’s postponed IPO, Harvest Partners SCF LP, an arm of private equity firm Harvest Partners LP, said it led a $250 million investment in the company. A spokeswoman for Harvest Partners declined to comment and representatives for OTG didn’t respond to requests for comment. The Covid-19 pandemic, which roiled both overseas and domestic travel, could continue to threaten concession operators in part due to new variants and uneven vaccination roll-outs, Bloomberg Intelligence analyst Conroy Gaynor wrote in a note last month. Publicly traded airport concessionaires include SSP Group Plc, Dufry AG and Autogrill SpA.
uh dude you gotta keep up, they ended up not being teacup pigs with gigantism they were just regular pigs also it's fairly regular for pig-drivers to experience significant on-the-job mortality, there's a reason it pays upwards of 57,150,000 SSP (Sudanese pounds) for experienced drivers with their own armed protection (usually local guys from their village; not particularly well-trained or kitted out, but they're mostly just to deter the opportunists)
Yeah MGNI is great long term. I honestly could not guess why there's the sell-off. People talk about growth stock valuations, but they're going to be the leading third party SSP, just like TTD is the current leading third party DSP.
And MGNI is still only 6B market cap as arguably the biggest SSP now with all their recent acquisitions. The CEO made a recent statement saying they're done with their big moves and are well positioned to grow organically over the next couple years. Bond issuance news today is a good opportunity to add more on dip during a broader green day.
Still only 6B market cap with arguably the biggest sell side SSP now with all their recent acquisitions. The CEO made a recent statement saying they're done with their big market moves and are well positioned to grow organically over the next couples years.
I got you for bother SSP 25c 4/16 exp Give yourself 6 months to heal. Hit the gym and focus on your physical health, money, friends and family brother! Stay strong out there
SSP is undervalued. I said what I said.
Anyone have any opinions on SSP? Been freaking DESTROYING it recently
Literally two different companies. Perion is a holding company with a search engine and ad network business doing business as undertone. Magnite is an SSP. It’s like comparing Microsoft and Salesforce because they both make software
MAGNITE is not a DSP. It’s a SSP. And nope it doesn’t have an exclusive right with Disney, if has a contract with Hulu which is expiring soon. DISNEY has an exclusive contract with Google Adx which powers all their buys except for hulu. Cause before hulu got brought, it has a contract with Telaria. MAGNITE is Telaria, rubicon, and spotx combined. I work in the programmatic space by the way. Rubicon is so-so, the one to pay attention is spotx purchase.
Magnite would provide the ability for Hulu/Disney to make their OTT inventory programmatically as they are a SSP. DSP's like TTD, Amobee, Verizon, DV360, etc are plugged in to SSP's like Pubmatic, Magnite, Xandr etc to buy into their inventory. Based on this partnership, Hulu/Disney would make it that if DSP's wanted to participate in the auction for their OTT inventory they would have to bid through Magnite; other SSP's would not have access to this inventory as they don't buy into another SSP's inventory.
Ummmm, no. I work in adtech, TTD is a DSP and they work with SSP's. Magnite is a SSP and they work with DSP's.
it’s a bit more than that actually. above are only 10 of Berkshires 50+ holdings. Below are some more holdings that pay divs GM- 72m shares, suspended dividend during COVID but had a $1.52 dividend per share prior Wells Fargo- 52m shares with $.40 dividends BMY- 33m shares with $1.96 dividend ABBV- 25m shares with a $5.20 dividend Moody’s- 24m shares $2.48 dividend STOR- 24m shares $1.44 dividend SSP-23m shares $.40 dividend
They do both DSP and SSP, however, their valuation is primarily is where it is because of their display-side platform. For example, if you a company wants to place ads Disney or Hulu streaming services, they need to purchase the supply through Magnite who is their exclusive partner. This is a very big deal, as it proves the effectiveness of their DSP technology, and will likely be a big part of their business in the future. Persion has no DSP services. They integrate their software with companies like Magnite and TTD to allow their customers to buy supply through their platform.
MGNI is an SSP. How are they considered DSP focused?
TTD and MGNI are DSP focused, whereas Perion is an advanced SSP with a unique tech offering and incredible execution. Honestly, TTD is something else entirely and shouldn’t be compared with either really. They are a massive supply provider marketplace. Magnite and Perion both use and integrate with TTD.
Hey help us out and RALLY FOR MGNI...the best stock of 2021, buy some shares while were are low 50s heading to 70s and 80s new price targets and get management decisions being made...the leading independent SSP...spread the word
The most interesting part of this filing is SSP