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#31: Q3 2022 Portfolio Rundown (fix)FYI — the headline should have read “Q3 2022 Portfolio Rundown” not “Q2”. Sorry about that little typo! :)
Portfolio rebound (for now); Trade Desk keeps it moving; 52-week highs coming down; Adtech market below IPO prices; Transcript buzzwords
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RECORDING: Quo Vadis Quarterly Review 22-Q2 With Brian O’KelleyHello Quo Vadis Community! In case you missed it, we had a fantastic chat with Brian O'Kelley last week. We covered the adtech scene as part of …
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Portfolio returns down from 334% after Q1 earnings to 309% after Q2 earnings; Looking at adtech through "the Struggle" trade-off framework
The New Programmatic World, AdTech Canvas Project
Tom Triscari
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TTD’s historical Q2 net revenue has been a near-perfect bellwether to predict full-year results; What will this Q2 bring? What does it mean for FY22?
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#28 (Recording): Q1 Quarterly Review Webinar [Video Link Fixed)Hello Quo Vadis Community — If you did not get a chance to check out our Q1 Quarterly Review with Richard Kramer and Rocco Strauss from Arete Re…
#28 (Recording): Q1 Quarterly Review WebinarHello Quo Vadis Community — If you did not get a chance to check out our Q1 Quarterly Review with Richard Kramer and Rocco Strauss from Arete Re…
With Richard Kramer and Rocco Strauss from Arete Research
Q1 bloodbath for adtech; 52-week lows going lower?; Margin compression is coming; Are they on a "flight to ad quality?"
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Quo Vadis Webinar
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Deep Dive; Ad Flow Multiples; Sum-of-Parts Revenue Analysis
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