Podcast #63 – Digital Turbine deep dive
On this week’s pod, we deep dive Digital Turbine, a mobile ad-tech innovator specialising in targeted app installation and programmatic advertising to mobile devices. Digital Turbine invented the market for app installation and have a patent on ‘single-tap’ app installation to Android devices, but the business model is controversial, and the company have been accused of pushing ‘bloatware’.
Podcast #47 – Integral Ad Science deep dive
An early pioneer in advertising, John Wanamaker once said, “Half the money I spend on advertising is wasted; the trouble is, I don’t know which half.” In today’s world of digital and programmatic advertising, content is created at a rapid and growing pace, driven in large part by the exponential growth of social media and video, adding new dimensions to trust in the marketing world. Advertisers are increasingly focused on brand reputation and they want to ensure that their ads appear in contexts that match their values, and also that they’re seen by eyeballs and not algorithms!
On this week’s pod, we deep-dive another potential hypergrowth stock, Integral Ad Science (IAS), one of the emerging leaders in ad viewability, ad fraud, and ad safety and suitability.
Magnite one-pager
Luke provides a one-page investment summary on Magnite, one of the fifteen companies in the 2021 model portfolio
Podcast #25 – Magnite deep dive
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke and Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite