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Chiru_fan
Pilla Bewarse Username: Chiru_fan
Post Number: 286 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Tuesday, January 12, 2021 - 10:19 pm: |
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Entrepreneur:
ACUIF ki kooda manchi run vuntundi ani naa feeling annai... |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 3128 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Tuesday, January 12, 2021 - 9:34 pm: |
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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. |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 3088 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, January 07, 2021 - 12:58 pm: |
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Big drop in MGNI 12% to now 8% |
   
Chiru_fan
Pilla Bewarse Username: Chiru_fan
Post Number: 253 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 9:16 pm: |
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Entrepreneur:
bhayya, I am still holding my ACUIF stocks just because of the Illumin platform. |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 3076 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 8:55 pm: |
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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. |
   
Andhravodu
Kurra Bewarse Username: Andhravodu
Post Number: 2733 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 4:21 pm: |
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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 |
   
Saarang
Kurra Bewarse Username: Saarang
Post Number: 2022 Registered: 04-2015
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 2:29 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 3068 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 2:18 pm: |
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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. |
   
Saarang
Kurra Bewarse Username: Saarang
Post Number: 2021 Registered: 04-2015
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 2:13 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 3067 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 2:10 pm: |
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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 |
   
Saarang
Kurra Bewarse Username: Saarang
Post Number: 2020 Registered: 04-2015
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, January 04, 2021 - 2:07 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2993 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Monday, December 28, 2020 - 9:41 pm: |
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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 |
   
Saarang
Kurra Bewarse Username: Saarang
Post Number: 2016 Registered: 04-2015
Rating: N/A Votes: 0 (Vote!) | Posted on Friday, December 25, 2020 - 1:31 pm: |
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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. |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126701 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 4:58 pm: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 4:54 pm: |
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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. |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126697 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 12:18 pm: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 12:06 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2948 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 12:04 pm: |
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Nalla_baalu:Sure will do anna
Also this one plz - Real Estate Market Updates |
   
Andhravodu
Kurra Bewarse Username: Andhravodu
Post Number: 2697 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 12:03 pm: |
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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 |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126696 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 11:56 am: |
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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 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 11:29 am: |
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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. |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126695 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 11:09 am: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 10:52 am: |
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Medical_miracle:what is the plan? are you planning to enter in pull back? scope meeda any comment?
Same question from me. Thanks. |
   
Medical_miracle
Kurra Bewarse Username: Medical_miracle
Post Number: 2128 Registered: 08-2020
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 10:35 am: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Wednesday, December 23, 2020 - 9:50 am: |
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The research paid off well. Exited all PUBM/MGNI/ACUIF/CRTO Got a good understanding how to play these now |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2935 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Tuesday, December 22, 2020 - 4:09 pm: |
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Entrepreneur:2. PUBM - went high of 27.85 now 27.35
Good day for PUBM - closed at 30.37 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2922 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Tuesday, December 22, 2020 - 1:37 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2921 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Tuesday, December 22, 2020 - 1:35 pm: |
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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 |
   
Andhravodu
Kurra Bewarse Username: Andhravodu
Post Number: 2665 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Friday, December 18, 2020 - 9:30 am: |
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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 |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126675 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Friday, December 18, 2020 - 9:15 am: |
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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  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 Registered: 04-2017
Rating: N/A Votes: 0 (Vote!) | Posted on Friday, December 18, 2020 - 9:08 am: |
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Entrepreneur:
nenu work chesa, offers, biddings meeda code raasa company vodu shares ichadu, kaani inka public ellaledu, value of share = 0 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2901 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Friday, December 18, 2020 - 8:35 am: |
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Thanks Nalla_Balu both Jounce Media and Dhavel's stuff are pretty awesome. Do you work in this field? |
   
Nalla_baalu
Censor Bewarse Username: Nalla_baalu
Post Number: 126674 Registered: 06-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 8:16 pm: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 8:13 pm: |
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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
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 8:08 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2897 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 6:43 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2896 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 6:32 pm: |
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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 |
   
Entrepreneur
Kurra Bewarse Username: Entrepreneur
Post Number: 2895 Registered: 05-2011
Rating: N/A Votes: 0 (Vote!) | Posted on Thursday, December 17, 2020 - 6:24 pm: |
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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. |