Reading Time: 6 minutes The greatest value investor of all time, Charles Munger, died on Tuesday. Would Munger (or Buffett) ever invest in any pure-play programmatic adtech company? Never say never, but it’s doubtful. None of the 18 public adtech companies we track would pass Munger’s litmus test.
#61: Post-3Q23 Earnings + Portfolio Update
#61: Post-3Q23 Earnings + Portfolio Update
#61: Post-3Q23 Earnings + Portfolio Update
Reading Time: 6 minutes The greatest value investor of all time, Charles Munger, died on Tuesday. Would Munger (or Buffett) ever invest in any pure-play programmatic adtech company? Never say never, but it’s doubtful. None of the 18 public adtech companies we track would pass Munger’s litmus test.