Quo Vadis

Quo Vadis

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#52: Yahoo! stacks up better than most
Tech IPOs are back; Yahoo's valuation puzzle; Opportunities abound
#91: Open Web Market Sizing
An imperfect exercise, but good enough nonetheless.
2
#25: TradeDesk Take-Rate, and More
Deep Dive; Ad Flow Multiples; Sum-of-Parts Revenue Analysis
2
#11: Open-Web DSP Market Size
How big is it? Who get's what? What's leftover for the small players?
2
#104: MNTN S1-Filing
By the numbers, equity valuation estimate
1
#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…
#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…
2
#109: On Normative Economics & Google
A Working Paper
#64: MFA Arbitrage Math + Model
Supply and Demand, A "Kitsch" Market, and Model to Play With
#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…
#107: ATEF Podcast
Listen now | Episode #10 with Bob Lord, President at Horizon Media
48:40
#113: Funky Town and The Way The [AdTech] World Works
And how it shapes the adtech demand curve
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