reports
- Nicholas Cortellucci
- CFA
Ad-Tech Primer: Investing in the Future of Digital Advertising
What you need to know: • Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion. • Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization. • Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platfor...
- Dave Nicoski
- Ross LaDuke
WYNN WYNN RESORTS LIMITED
SBUX STARBUCKS CORPORATION
RUN SUNRUN INC.
NFBK NORTHFIELD BANCORP INC.
MCRB SERES THERAPEUTICS
LVS LAS VEGAS SANDS CORP.
IBKR INTERACTIVE BROKERS GROUP INC. CLASS A
FL FOOT LOCKER INC.
DKS DICK'S SPORTING GOODS INC.
DECK DECKERS OUTDOOR CORPORATION
PEN PENUMBRA INC.
CMG CHIPOTLE MEXICAN GRILL INC.
ANAB ANAPTYSBIO INC.
SILK SILK ROAD MEDICAL
ALVR ALLOVIR
POSH POSHMARK
INNV INNOVAGE HOLDING
DV DOUBLEVERIFY HLDGS INC
IBRX IMMUNITYBIO INC
Thanks to a better fundamental star rating, DOUBLEVERIFY HOLDINGS sees...
The independent financial analyst theScreener just awarded an improved star rating to DOUBLEVERIFY HOLDINGS (US), active in the Software industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date February 15, 2022, the closi...
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