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The core thesis is that TradeDesk's disruption of PubMatic's business has created an opportunity for other DSPs to gain market share. This is a fundamental thesis driven by competitive dynamics.
Main discussion
My take from the $PUBM call is that TradeDesk disrupted their business and now other DSPs are taking share on their platform. If you dig through TradeDesk results, they really messed up. I think there is significant amount of white space for other DSPs to take share from there. h
Focus list today: $QNST, $PUBM, $HALO, $MU. https://t.co/OMcpgvmxGP
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Facts and opinions separated · All items sourced · Not investment advice
