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Chiru_fan
Pilla Bewarse
Username: Chiru_fan

Post Number: 286
Registered: 04-2017

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Posted on Tuesday, January 12, 2021 - 10:19 pm:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:



ACUIF ki kooda manchi run vuntundi ani naa feeling annai...
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 3128
Registered: 05-2011

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Posted on Tuesday, January 12, 2021 - 9:34 pm:   Insert Quote Edit Post Delete Post Print Post

https://twitter.com/Trendspider_J/status/1349104409049919489?s=20

$MGNI #MGNI A similar move to 1 & 2 would put this around $45-$50 within 1-3 weeks.
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 3088
Registered: 05-2011

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Posted on Thursday, January 07, 2021 - 12:58 pm:   Insert Quote Edit Post Delete Post Print Post

Big drop in MGNI 12% to now 8%
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Chiru_fan
Pilla Bewarse
Username: Chiru_fan

Post Number: 253
Registered: 04-2017

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Posted on Monday, January 04, 2021 - 9:16 pm:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:



bhayya, I am still holding my ACUIF stocks just because of the Illumin platform.
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 3076
Registered: 05-2011

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Posted on Monday, January 04, 2021 - 8:55 pm:   Insert Quote Edit Post Delete Post Print Post


Andhravodu:

https://twitter.com/nandoodles/status/1345774768746852353

online ad world is full of scams




Good one!, I think it is a known issue and also a good opportunity for new businesses to address it.

When I studied the illumin product from ACUIF - I thought they were addressing it

Notes:
Visualize media mix effectiveness
During all stages of the journey, you’ll be able to see and understand your investment across 100 percent of your reached audience.

Let illumin light the path and provide a shortcut to efficiency. We offer insight into identifying the most efficient mediums to invest in across your journey that lead to better outcomes for your business.
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2733
Registered: 04-2017

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Posted on Monday, January 04, 2021 - 4:21 pm:   Insert Quote Edit Post Delete Post Print Post

Interesting story today. Uber lost 100 million to Ad fraud last year

https://twitter.com/nandoodles/status/1345774768746852353

online ad world is full of scams
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Saarang
Kurra Bewarse
Username: Saarang

Post Number: 2022
Registered: 04-2015

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Posted on Monday, January 04, 2021 - 2:29 pm:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

I read a research paper which said most of the companies use atleast half dozen brokers like TTD.




yes, all the large advertisers buy from lots of places
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 3068
Registered: 05-2011

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Posted on Monday, January 04, 2021 - 2:18 pm:   Insert Quote Edit Post Delete Post Print Post


Saarang:

For a company like TTD they can move away if they see a better alternative




I read a research paper which said most of the companies use atleast half dozen brokers like TTD.

Because each one caters to different needs/audience. PUBM is low end guys

That is the reason for many companies play here. It is not like winner takes it all.
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Saarang
Kurra Bewarse
Username: Saarang

Post Number: 2021
Registered: 04-2015

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Posted on Monday, January 04, 2021 - 2:13 pm:   Insert Quote Edit Post Delete Post Print Post

one key difference between ad platforms from Google, Facebook and Amazon and TTD in this space is...Google, Facebook and Amazon etc own the supply...so their business will be lot more solid...advertisers always have to use them. For a company like TTD they can move away if they see a better alternative
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 3067
Registered: 05-2011

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Posted on Monday, January 04, 2021 - 2:10 pm:   Insert Quote Edit Post Delete Post Print Post


Saarang:

TTD took a hit...was thinking of puts but did not go for it...grr




TTD was just some year end profit taking I think, it doubled in short time..

currently adtech sleeping until further catalyst..

MGNI/PUBM are good ones for 2021
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Saarang
Kurra Bewarse
Username: Saarang

Post Number: 2020
Registered: 04-2015

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Posted on Monday, January 04, 2021 - 2:07 pm:   Insert Quote Edit Post Delete Post Print Post


Saarang:

Good thread...will need to read and catch up on some things. One caution: In this industry most of the big developments happened many years back....recent years lo its just incremental progress but the market has gone crazy over it this year.




TTD took a hit...was thinking of puts but did not go for it...grr
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2993
Registered: 05-2011

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Posted on Monday, December 28, 2020 - 9:41 pm:   Insert Quote Edit Post Delete Post Print Post

12/28/2020 What happened TTD 832.62 (-99.15)
Shares of The Trade Desk (NASDAQ:TTD) took a hit on Monday, falling as much as 10.9%. As of 3:15 p.m. EST, however, the stock was down only 8.6%.

While there didn't seem to be any specific news related to the ad tech company on Monday, the stock's sharp drop can likely be explained by a sell-off in the broader market for many growth stocks.

MGNI - 31.04 (-4.49%)(-1.46)
PUBM - 28.21 (-7.33%) (-2.23)
CRTO - 20.80
ACUIF - 13
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Saarang
Kurra Bewarse
Username: Saarang

Post Number: 2016
Registered: 04-2015

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Posted on Friday, December 25, 2020 - 1:31 pm:   Insert Quote Edit Post Delete Post Print Post

Good thread...will need to read and catch up on some things. One caution: In this industry most of the big developments happened many years back....recent years lo its just incremental progress but the market has gone crazy over it this year.
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126701
Registered: 06-2011

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Posted on Wednesday, December 23, 2020 - 4:58 pm:   Insert Quote Edit Post Delete Post Print Post


Medical_miracle:



Nenem move cheyyaledhu annai
Mana enter annai akkade esaadu threads
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2130
Registered: 08-2020

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Posted on Wednesday, December 23, 2020 - 4:54 pm:   Insert Quote Edit Post Delete Post Print Post


Nalla_baalu:




nalla baal saar. by mistake meeru ee roju start sesina deep dive threads on mga, frsx etc. also moved to finance section. bring back them here.
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126697
Registered: 06-2011

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Posted on Wednesday, December 23, 2020 - 12:18 pm:   Insert Quote Edit Post Delete Post Print Post


Andhravodu:

separate section is where threads go to die. No one looks at things other than this new topic section


just trades move chesthaanu annai ..and if this thread becomes inactive idhi kuda....post undevaraku anni ikkade unchuthaanu ...ippudu aa apple and tesla thread lo 1 week em posts lekapothe move chesthaanu
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2949
Registered: 05-2011

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Posted on Wednesday, December 23, 2020 - 12:06 pm:   Insert Quote Edit Post Delete Post Print Post


Andhravodu:

separate section is where threads go to die. No one looks at things other than this new topic section




yeah I understand - we can keep the current weekly thread here

and rest all if people are interested will come over there. I did not see many participating and interested in deep dives etc.

I don't want to cause inconvenience to regular folks and also wanna check out all in one place
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2948
Registered: 05-2011

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Posted on Wednesday, December 23, 2020 - 12:04 pm:   Insert Quote Edit Post Delete Post Print Post


Nalla_baalu:

Sure will do anna




Also this one plz - Real Estate Market Updates
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2697
Registered: 04-2017

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Posted on Wednesday, December 23, 2020 - 12:03 pm:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

Can you move the Deep_Dives and old weekly trades to Finance and Investment Section


separate section is where threads go to die. No one looks at things other than this new topic section
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126696
Registered: 06-2011

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Posted on Wednesday, December 23, 2020 - 11:56 am:   Insert Quote Edit Post Delete Post Print Post

Sure will do anna
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2940
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Posted on Wednesday, December 23, 2020 - 11:29 am:   Insert Quote Edit Post Delete Post Print Post

Nalla_baalu - Sure will do.

Can you move the Deep_Dives and old weekly trades to Finance and Investment Section? In that way all will be in one place and new Deep_Dives will open there.
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126695
Registered: 06-2011

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Posted on Wednesday, December 23, 2020 - 11:09 am:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

The research paid off well.

Exited all PUBM/MGNI/ACUIF/CRTO

Got a good understanding how to play these now




Research bottomline pettandi annai
research cheyyatam oka ethu .... how to put it in action inko ethu
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kodibochu
Kurra Bewarse
Username: Kodibochu

Post Number: 4081
Registered: 04-2019

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Posted on Wednesday, December 23, 2020 - 10:52 am:   Insert Quote Edit Post Delete Post Print Post


Medical_miracle:

what is the plan? are you planning to enter in pull back? scope meeda any comment?




Same question from me. Thanks.
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Medical_miracle
Kurra Bewarse
Username: Medical_miracle

Post Number: 2128
Registered: 08-2020

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Posted on Wednesday, December 23, 2020 - 10:35 am:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

Exited all PUBM/MGNI/ACUIF/CRTO




what is the plan? are you planning to enter in pull back? scope meeda any comment?
Previous ID ' Lolakulu'
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2938
Registered: 05-2011

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Posted on Wednesday, December 23, 2020 - 9:50 am:   Insert Quote Edit Post Delete Post Print Post

The research paid off well.

Exited all PUBM/MGNI/ACUIF/CRTO

Got a good understanding how to play these now
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2935
Registered: 05-2011

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Posted on Tuesday, December 22, 2020 - 4:09 pm:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

2. PUBM - went high of 27.85 now 27.35




Good day for PUBM - closed at 30.37
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2922
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Posted on Tuesday, December 22, 2020 - 1:37 pm:   Insert Quote Edit Post Delete Post Print Post

Unified ID 2.0 is a must concept to understand

Check this video from Jeff Green CEO TTD

https://www.youtube.com/watch?v=mJP2ngh0owc
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Entrepreneur
Kurra Bewarse
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Post Number: 2921
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Posted on Tuesday, December 22, 2020 - 1:35 pm:   Insert Quote Edit Post Delete Post Print Post

Today Updates:

1. ACUIF - went high of 17.88 now @15.65
2. PUBM - went high of 27.85 now 27.35
3. MGNI - went high of 28.86 now 26.62
4. CRTO - went high of 20.17 now 19.64
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2665
Registered: 04-2017

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Posted on Friday, December 18, 2020 - 9:30 am:   Insert Quote Edit Post Delete Post Print Post


Nalla_baalu:

you cannot scratch me on PINS


I'm bullish on PINS too, so we both scratch together

Roku inka ardham kavatledu, but ppl kontunnaru ante, there maybe a reason
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126675
Registered: 06-2011

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Posted on Friday, December 18, 2020 - 9:15 am:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:

Do you work in this field?



Ledhu anna to look further into ROKU’s platform revenues I had to dive deep

Serious reason idhe....Andhravodu annai ki PINS and ROKU ani suggest chesaaaa .... aayana kochens tho ongibedathaadu nannu ani asalu tech behind it start chesaanu anthe

Andhravodu annai you cannot scratch me on PINS and ROKU MOVIEART--entalook
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Andhravodu
Kurra Bewarse
Username: Andhravodu

Post Number: 2664
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Posted on Friday, December 18, 2020 - 9:08 am:   Insert Quote Edit Post Delete Post Print Post


Entrepreneur:


nenu work chesa, offers, biddings meeda code raasa

company vodu shares ichadu, kaani inka public ellaledu, value of share = 0
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2901
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Posted on Friday, December 18, 2020 - 8:35 am:   Insert Quote Edit Post Delete Post Print Post

Thanks Nalla_Balu both Jounce Media and Dhavel's stuff are pretty awesome.

Do you work in this field?
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126674
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Posted on Thursday, December 17, 2020 - 8:16 pm:   Insert Quote Edit Post Delete Post Print Post

Follow these three tweets in the same order for basic understanding

https://twitter.com/dhaval_kotecha/status/1324947022923882496?s=08
https://twitter.com/dhaval_kotecha/status/1326747211485556736?s=08
https://twitter.com/dhaval_kotecha/status/1331454357452296192?s=08
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Nalla_baalu
Censor Bewarse
Username: Nalla_baalu

Post Number: 126673
Registered: 06-2011

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Posted on Thursday, December 17, 2020 - 8:13 pm:   Insert Quote Edit Post Delete Post Print Post

I have started reading about this for a week and found this helpful
Free PDFs
Technicals and business antha undhi
Just ivaale share chesaaru okaru

https://jouncemedia.com/little-black-book
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kodibochu
Kurra Bewarse
Username: Kodibochu

Post Number: 3957
Registered: 04-2019

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Posted on Thursday, December 17, 2020 - 8:08 pm:   Insert Quote Edit Post Delete Post Print Post

Pubmatic - PUBM
TA - A decent head n shoulder pattern pushed it up. Volume is weak. Experiencing resistance at $27. If volume doesn’t pick up it might drop back to $25 and then $23. If volume comes in, we might see $29
FA - Price to Sales is pretty high, decent Quick Ratio (ability to cover short term liabilities), gross margins are cool at 69%, decent average volume, mkt cap is above a $1 Billion, revenue is increasing, +ve net income

Some points to note
SG&A went up
Cost of Revenue went up
Share count went up
Lock period expiry can result in downward pressure
CEO sold $9 mil worth of shares
Cash on hand $55 mil, they may go for another round of capital raise
Auto and retail are their largest customer segments
74% of their customers are $50 mil or less
They have 1.4% of the online ad market share. Potential for growth, but compete with big players

Could someone comment on their technology and edge over their competitors
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2897
Registered: 05-2011

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Posted on Thursday, December 17, 2020 - 6:43 pm:   Insert Quote Edit Post Delete Post Print Post

Must know Ad Tech Vendors

1. Publishing Ad Servers
Google Ad Manager
Freewheel (A Comcast Company)
mopub

2. Ad Exchanges
Google Ad Manger
Index Exchange
Xandr
Verizon
OpenX
Rubicon
mopub
pubmatic
sovrn
Teads
Spotx
Telaria
Freewheel(A comcast company)
LiveIntent
triplelift
Trustx
Yieldmo
Unruly
Taboola
Outbrain
Sharethrough

3. Bidders(DSPs)
Display & Video 360
the trade desk
mediamath
Xandr
Verizon
dataxu
Amobee
Adobe
Beeswax
criteo
AmazonAdvertising
adform
centro
adelphic
quantcast

4. Advertiser Ad Servers
Campaign Manager
Innovid
flashtalking

5. Data Management Platforms
LiveRamp
neustar
Oracle Marketing cloud
exelate (nielsen company)
Adobe
Salesforce DMP

6. Multitouch Attribution Systems
Attribution 360
Atlas (by facebook)
Marketshare
C3 Metrics
Marketing Evolution
VisualIQ

7. Viewability Verification Systems
IAS Integral Ad Science
MOAT
Double Verify
Whiteops
Forensiq

8. Audience Verification Systems
nielsen
comscore
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2896
Registered: 05-2011

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Posted on Thursday, December 17, 2020 - 6:32 pm:   Insert Quote Edit Post Delete Post Print Post

Companies:
TTD
ACUIF
MGNI
PUBM

ROKU

GOOG
GB


History:
Appnexus
https://www.wsj.com/articles/what-is-appnexus-we-explain-what-the-ad-tech-compan y-does-1480632208
https://www.thedrum.com/news/2018/12/10/appnexus-and-microsofts-eight-year-partn ership-the-story-so-far
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Entrepreneur
Kurra Bewarse
Username: Entrepreneur

Post Number: 2895
Registered: 05-2011

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Posted on Thursday, December 17, 2020 - 6:24 pm:   Insert Quote Edit Post Delete Post Print Post

After crazy growth of ACUIF/TTD growth, thinking to learn more deeply about the future potential of this area.

I will add all my research here. Please feel free to add any valuable info.

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