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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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#11: Open-Web DSP Market Size
How big is it? Who get's what? What's leftover for the small players?
May 7, 2021
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#11: Open-Web DSP Market Size
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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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#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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#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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#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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#14: Portfolio Update 6/2021
New entrants to our portfolio; more walled gardens; what happened to disclosing gross billings?
Jun 8, 2021
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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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#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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#3: More Programmatic Stocks Coming to the Public Party
How does our pure-play programmatic portfolio work? Where is the buyer vs. seller dividing line? What are unit economics? What the heck is a SPAC?
Mar 14, 2021
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#3: More Programmatic Stocks Coming to the Public Party
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#13: In-House Migration Path (Part 1/3)
Where's the market today? Where is it headed?
May 21, 2021
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#13: In-House Migration Path (Part 1/3)
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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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