Sitemap - 2023 - Quo Vadis
#65: Quo Vadis ShortCast Series
#64: MFA Arbitrage Math + Model
#63: Quo Vadis Green Shoot AdTech Interviews
#62: [REVISED] Taboola Ad Revenues and MFA Subsidy
#62: Taboola Ad Revenues and MFA Subsidy
#61: Post-3Q23 Earnings + Portfolio Update
#60: Yahoo Valuation Webinar Recording
#59: Trade Desk... Investor Expectations Reset
#58: Quo Vadis ShortCast Series
#57: Quo Vadis Green Shoot AdTech Interviews
PrograMADic: Scenes 2, 3, 4, & 5
#56: More on Yahoo, Products and Trending Opportunities
#55: Quo Vadis ShortCast Series
#54: Quo Vadis Green Shoot AdTech Interviews
#53: Quo Vadis ShortCast Series
#52: Yahoo! stacks up better than most
#51: Quo Vadis Green Shoot AdTech Interviews
#50: On TTD bidding below the floor price
#49.1: MediaMath Valuation Model
#48: Post-2Q23 Earnings, Portfolio Update
#47: Portfolio Update, 23Q2 Earnings Pre-Read [CORRECTION]
#47: Portfolio Update, 23Q2 Earnings Pre-Read
#45.1: Back-of-the-Envelope Valuation: TTD
#45: Back-of-the-Envelope Valuation: TTD
#43.1 UPDATE: Magnite + Pubmatic, unknown take rates
#43: Magnite + Pubmatic, unknown take rates
Quo Vadis Seminar: London April 27, 2023
#42: 4Q22 AdTech18 Portfolio Review
#41: TradeDesk Valuation Build Out
#40+: TTD Earnings Release + Thoughts
#40: TTD Earnings Release + Thoughts
#39+: Quo Vadis TTD Earnings & Valuation for Paid Subscribers
#39: Quo Vadis TTD Earnings & Valuation
#38 Quo Vadis Month In Review | January 2023
#37.1: Three Top Tips For 2023 / Tip #3 with Model
#37: Three Top Tips For 2023 / Tip #3
#35.2: Three Top Tips For 2023 / Tip #1
#36: Three Top Tips For 2023 / Tip #2