- Our earlier turn-around thesis has played out with the shares more than doubling in a year.
- Tailwinds from programmatic, video and audio, and new features like Supply Path Optimization and Demand Manager will keep growth going.
- We are quite impressed with management which is highly adept at introducing new features which give the company a leg up.
- There is considerable operational leverage and cash flow is at break-even already.
The Rubicon Project Has Further To Go
September 12th, 2019 · No Comments