1 deck published between 2021-01-07 and 2021-01-07 — 54 pages, 54 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Magnite is a hype-fueled ad-tech merger masking Telaria's deteriorating CTV business with dubious management and suspect accounting; 25%-50% downside to $14.75-$20.