Opportunities in smallcaps header image 2

The Rubicon Project Has Further To Go

September 12th, 2019 · No Comments

  • 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.

Source: The Rubicon Project Has Further To Go – the Rubicon Project, Inc. (NYSE:RUBI) | Seeking Alpha

Tags: RUBI