Thanks Tony — I've considered bringing it into the portfolio and still might. You said it, the MFA world is not sustainable, yet it still holds up. That says a lot about how marketers do/don't do their homework. PERI does not appear to be a value stock, but a speculative play based on how long management can keep the ball in the air.
Any reason why you guys not including $PERI in your reporting? The stock appears to be a favorite of many adtech analysts... and numbers do look good.. although I can't figure out why a made-for-ads content network is getting so much attention.
Thanks Tony — I've considered bringing it into the portfolio and still might. You said it, the MFA world is not sustainable, yet it still holds up. That says a lot about how marketers do/don't do their homework. PERI does not appear to be a value stock, but a speculative play based on how long management can keep the ball in the air.
Any reason why you guys not including $PERI in your reporting? The stock appears to be a favorite of many adtech analysts... and numbers do look good.. although I can't figure out why a made-for-ads content network is getting so much attention.