Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Verisk Analytics is in its largest drawdown since going public 📉
More often than not, this is what happens when you pay a ~45x multiple for a business growing earnings in the high single digits
$VRSK is a quality business https://t.co/RYDwBjCFir
tweet
Verisk Analytics is in its largest drawdown since going public 📉
More often than not, this is what happens when you pay a ~45x multiple for a business growing earnings in the high single digits
$VRSK is a quality business https://t.co/RYDwBjCFir
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in Palantir, $PLTR.
He has now bought up to $615K in the last 6 months.
Full trade list up on Quiver. https://t.co/mcw6aXeubL
tweet
BREAKING: Representative Cleo Fields just filed new stock trades.
He bought more stock in Palantir, $PLTR.
He has now bought up to $615K in the last 6 months.
Full trade list up on Quiver. https://t.co/mcw6aXeubL
tweet
Offshore
Photo
AkhenOsiris
Funding short $META dollars buying $AMZN, the baton is passing https://t.co/sntPVXHucb
tweet
Funding short $META dollars buying $AMZN, the baton is passing https://t.co/sntPVXHucb
tweet
Offshore
Photo
AkhenOsiris
$AMZN $TTD
https://t.co/6NBX1C6SCn
To that end, Amazon ad execs have been highlighting the data signals it can pull not just from its own vast retail base but also from ad tech partners like PubMatic, Index Exchange and TripleLift.
And beyond claiming better performance, they’re also telling agencies it’s cheaper to buy the open web through Amazon’s DSP — claiming fees as low as 1% on Programmatic Guaranteed deals compared to what it says is an industry average of around 4%.
“When it comes to platform fees, Amazon has lower rates,” said Haley Feazell, vp of global media at Mindgruve. “Depending on volume of spend, Amazon is typically between 4% and 6% more efficient than The Trade Desk,” though she didn’t share specific figures.
On top of that, Mindgruve’s chief commercial officer, Stephen Reagan, did note that Amazon has made its DSP more accessible to advertisers by lowering the barrier to entry too.
“Several years ago, you had to be willing to spend $50,000 a month before you could even get a seat with Amazon’s DSP,” he said. “But now, you can open up your DSP advertising account with a couple of bucks. It all goes in tandem with Amazon trying to be the biggest DSP there is.”
tweet
$AMZN $TTD
https://t.co/6NBX1C6SCn
To that end, Amazon ad execs have been highlighting the data signals it can pull not just from its own vast retail base but also from ad tech partners like PubMatic, Index Exchange and TripleLift.
And beyond claiming better performance, they’re also telling agencies it’s cheaper to buy the open web through Amazon’s DSP — claiming fees as low as 1% on Programmatic Guaranteed deals compared to what it says is an industry average of around 4%.
“When it comes to platform fees, Amazon has lower rates,” said Haley Feazell, vp of global media at Mindgruve. “Depending on volume of spend, Amazon is typically between 4% and 6% more efficient than The Trade Desk,” though she didn’t share specific figures.
On top of that, Mindgruve’s chief commercial officer, Stephen Reagan, did note that Amazon has made its DSP more accessible to advertisers by lowering the barrier to entry too.
“Several years ago, you had to be willing to spend $50,000 a month before you could even get a seat with Amazon’s DSP,” he said. “But now, you can open up your DSP advertising account with a couple of bucks. It all goes in tandem with Amazon trying to be the biggest DSP there is.”
tweet
Offshore
Video
AkhenOsiris
RT @novy_williams: Okay, I'm convinced. Let's get rid of quarterly earnings reports.
tweet
RT @novy_williams: Okay, I'm convinced. Let's get rid of quarterly earnings reports.
At the end of the Coinbase earnings call today, Brian Armstrong pulled up the mention market and rattled off all the words that weren't said yet
What a wild time to be alive https://t.co/4E5eldFkE4 tweet
Offshore
Photo
Quiver Quantitative
Wow.
A few months ago, a stock trade by Representative Robert Bresnahan caught our eye.
We posted this report.
$CRDO has now risen 159% since his trade.
Up another 10% today. https://t.co/BEexE9D3JJ
tweet
Wow.
A few months ago, a stock trade by Representative Robert Bresnahan caught our eye.
We posted this report.
$CRDO has now risen 159% since his trade.
Up another 10% today. https://t.co/BEexE9D3JJ
tweet
Offshore
Photo
App Economy Insights
$META CapEx hit $18.8B in Q3.
Zuck is front-loading billions into Superintelligence
If you’re feeling déjà vu, you’re not alone.
Meta faced the same skepticism when it poured billions into the Metaverse.
The stock took a hit back then, too. https://t.co/X42w0p684m
tweet
$META CapEx hit $18.8B in Q3.
Zuck is front-loading billions into Superintelligence
If you’re feeling déjà vu, you’re not alone.
Meta faced the same skepticism when it poured billions into the Metaverse.
The stock took a hit back then, too. https://t.co/X42w0p684m
tweet