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#52: Yahoo! stacks up better than most
Tech IPOs are back; Yahoo's valuation puzzle; Opportunities abound
Sep 27, 2023
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#52: Yahoo! stacks up better than most
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#91: Open Web Market Sizing
An imperfect exercise, but good enough nonetheless.
Oct 16, 2024
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#91: Open Web Market Sizing
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#25: TradeDesk Take-Rate, and More
Deep Dive; Ad Flow Multiples; Sum-of-Parts Revenue Analysis
Apr 4, 2022
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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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#104: MNTN S1-Filing
By the numbers, equity valuation estimate
Mar 4
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#104: MNTN S1-Filing
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#85: Teads $2.2 Billion Fair Market Value
Mark your calendars! The Davos of AdTech is returning to The New York Times Center on March 19, 2025. We set a high bar at our inaugural event last…
Jul 16, 2024
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#85: Teads $2.2 Billion Fair Market Value
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#50: On TTD bidding below the floor price
Reading Time: 6 equilibrious minutes. What’s going on? Never a dull moment in Programmatic Land. Starting this month, The Trade Desk is no longer…
Sep 14, 2023
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#50: On TTD bidding below the floor price
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#109: On Normative Economics & Google
A Working Paper
Mar 18
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#109: On Normative Economics & Google
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#64: MFA Arbitrage Math + Model
Supply and Demand, A "Kitsch" Market, and Model to Play With
Dec 16, 2023
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#64: MFA Arbitrage Math + Model
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#69: Quo Vadis SpaceScape — Gravity Theory of Walled Garden Data Trades
Five years ago, the walled garden world did not exist at scale. Only a small handful existed. Now there are hundreds upon hundreds producing tradable…
Jan 26, 2024
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#69: Quo Vadis SpaceScape — Gravity Theory of Walled Garden Data Trades
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#107: ATEF Podcast
Listen now | Episode #10 with Bob Lord, President at Horizon Media
Mar 16
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48:40
#113: Funky Town and The Way The [AdTech] World Works
And how it shapes the adtech demand curve
Apr 5
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#113: Funky Town and The Way The [AdTech] World Works
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