Magnite: Recession Risk Is Priced In
The shares have come crashing down on valuation multiple contraction and economic slowdown risk, but we think most of that is priced in and the shares are cheap. Headline earnings […]
The shares have come crashing down on valuation multiple contraction and economic slowdown risk, but we think most of that is priced in and the shares are cheap. Headline earnings […]
While the company is suffering from some temporary softness in CTV due to automotive and travel segments, things are already improving. CTV, as well as DV+ and more generally programmatic […]
The company has been able to cement its position through a couple of acquisitions as the leading SSP for CTV which is on a secular growth path. The company outgrowing […]