htm815

L/S analyst. htm815 on VIC. (Not financial advice)

[Magnite @magnite]

Magnite is pleased to partner with Walmart Connect on the launch of a more flexible buying model.

By enabling audience decisioning at the supply side through Magnite, we are creating a scalable foundation for advertisers to activate Walmart Connect’s powerful commerce signals across multiple certified DSPs.

We’re making it easier for advertisers to make smarter decisions with less fragmentation, improved inventory access and better signal fidelity.

https://t.co/VLrieGhfgU

[htm815 @htm8151]

@WaterworldCapi1 Google AI & Pentagon headline https://t.co/zn3wWjIgE3

[Prepared Remarks @P_Remarks]

AMN customers telling you what's next🚀

HCA Q3:

[htm815 @htm8151]

Sounds better than a 7.5x EPS business $EEFT

[htm815 @htm8151]

@jay_21_ @Mr_Neutral_Man $OLN. Chemicals + ammunition

[Crossroads Capital @CrossroadsOnX]

A Federal judge recently ruled that Google has an illegal ad tech monopoly.

Remedies are still being developed, but we’re already seeing industry behavioral shifts the market doesn’t seem to be pricing in...

Read our report: https://t.co/Yq7zWsrFik

$goog $googl $mgni $pubm

[htm815 @htm8151]

Anyone tracking ad verification names $DV and $IAS? Any reason IAS should trade a big discount?

[htm815 @htm8151]

@jay_21_ think the market is waiting to see print given limited operating history. If they maintain guide think it starts to rally back. Made a really good sale of a small biz (>30x EBITDA) that accelerates de-leveraging.

[htm815 @htm8151]

@DannyOcean555 $50m of EBITDA per the call so 7.7x. And probably means international car wash gets sold soon as well

[htm815 @htm8151]

@kingdomcapadv it implies >$3 per gallon for a subscale plant with CCS? Seems positive for any producer with clear path to sequestration

[Crossroads Capital @CrossroadsOnX]

Our Google Trust Busting Update is out.

We think Google's breakup risk is hugely underpriced and there are some major beneficiaries in public markets.

Read the full report here: https://t.co/FPPxhqnBlQ

[htm815 @htm8151]

@DannyOcean555 I believe restricted by MNPI from Perceive process. Think they will start buying back now. Also takes OpEx off the balance sheet (MSD millions drag per mgmt)

[Choice Equities @Choice_Equities]

@JaneElle90 Good note. Interesting to think about $NFLX CTV profit pool for $MGNI. Say 50% of UCAN subs go paid (vs Hulu @ ~60%), that’s 42M subs *(12 months * $8 from ads (i.e. $15 – $7 for ad rev subsidy) * via 50% programmatic * 5% take rate = $101M of high margin CTV revs on low'ish ests

[htm815 @htm8151]

@KreizJordy Mostly MGNI and Freewheel with a few tail end players?

[htm815 @htm8151]

@VetTechTrader Also insane dilution while pumping that they are FCF positive…

[htm815 @htm8151]

@OnodaCapital @Rebrand_As_Y @IceburghCapital @pekwat

[htm815 @htm8151]

@ltmleverage @HotDogCap Makes sense, thanks. How are you thinking about Chinese overcapacity risk? At midpoint of your range looks like it trades ~6.5x, what do you think upside case is on equity ?