#28: Q1 Quarterly Review Webinar

With Richard Kramer and Rocco Strauss from Arete Research

Jun 01, 2022

Is the adtech party over?

Who has a hangover?

Who has a power breakfast milkshake or an IV tap ready to stay fit with tough days ahead?

Join Quo Vadis and our special guests — Richard Kramer and Rocco Strauss from Arete Research — on June 9, 10:00 am ET for a fast-paced review of Q1 #adtech performance.

Setting the Scene

As our Quo Vadis community already knows, we track 18 adtech companies dependent on programmatic advertising success. What was once a sweet portfolio producing 1000%+ returns since January 2018 is still up 340%… but regressing to the mean. How long will it take to before it lands?

Since January 2018...

TradeDesk = up 982%
Magniteup = up 487%
Roku = up 137%
S4 Capital = up 105% (IPO fall 2018)
Criteo = up 10%
The other 15 stocks we track are down. Some are down big.

See Q1 update + rundown posted last week for details.

All prices are as of May 27, 2022. All-time % change is based on Quo Vadis’s equal-dollar portfolio start date in January 2018 (or when new companies entered the portfolio).

Discussion Topics With Richard and Rocco

Who will survive as the market turns toward a flight to ad quality?
Who is really legit vs. perhaps living off suspect ad inventory?
Who has the best management team to make it through the next 12 months?

We'll dive into these questions and much more. So strap on your seatbelts... the conversation will move fast and furious with Richard and Rocco on board!

Looking forward to seeing you there!

Ask Us Anything (About Programmatic)

If you are confused about something, a bunch of other folks are probably confused about the same exact thing. So here’s a no-judgment way to learn more about the programmatic ad world. Ask us anything about the wide world of programmatic, and we’ll select a few questions to answer in our next newsletter.

Quo Vadis