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Last Year / This Year with AI + Custom Algorithms
Quo Vadis Webinar
Apr 7
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#26: Last Year / This Year with AI + Custom Algorithms
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#25: TradeDesk Take-Rate, and More
Deep Dive; Ad Flow Multiples; Sum-of-Parts Revenue Analysis
Apr 4
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#25: TradeDesk Take-Rate, and More
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#24: Q4+FY21 Rundown
15 out of 18 adtechies near 52-Week Low
Mar 16
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#24: Q4+FY21 Rundown
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#23: Portfolio Update 4Q21
7 winners, 11 losers; More Downward Reversion; Programmatic Poetry
Mar 11
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#23: Portfolio Update 4Q21
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#22: A Random Topic
FloCs flew away; New research paper dissecting DSP fees and the "unknown delta"
Tom Triscari
Feb 7
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#22: A Random Topic
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#21: Quarterly Review With GroupM's Brian Wieser
Looking at advertising through the lens of economic frameworks
Tom Triscari
Jan 24
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#21: Quarterly Review With GroupM's Brian Wieser
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#20: Who Stole the Cookie?
Welcome to Quo Vadis, your periodic source for fresh programmatic news and off-the-beaten-path perspective. Click here to join the conversation. As you…
Dec 13, 2021
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#20: Who Stole the Cookie?
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#19 Portfolio Update 3Q21 Earnings
A sucker is born every day; Reversion to the mean; IPG stands out for investors
Nov 18, 2021
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#19 Portfolio Update 3Q21 Earnings
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#18: In-House Migration Path (Part 2/3)
Halfway House; Getting Scientific; Working Media Savings vs. Found Money
Oct 8, 2021
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#18: In-House Migration Path (Part 2/3)
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#17: Programmatic Portfolio Perspective
Google's open-web 'Network' is 2x more valuable than our entire portfolio of 14 programmatic players; Portfolio returns 6x more than Google since Jan…
Sep 13, 2021
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#17: Programmatic Portfolio Perspective
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Quo Vadis: Portfolio 2Q21 Update
More adtech players enter public market arena; Chum bait is still chum bait; Next Fifteen Communications added to our agency portfolio.
Aug 30, 2021
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#16: Portfolio Update 2Q21 Earnings
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#15: Portfolio Update (Agencies)
S4 Capital still leads the way; Racing for 2nd place; Value creation is king; You & Mr. Jones in the news
Jun 11, 2021
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#15: Portfolio Update (Agencies)
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