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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 $50,000 a month before you could even get a seat with Amazon’s DSP,” he said. “But now, you can open up your DSP advertising account with a couple of bucks. It all goes in tandem with Amazon trying to be the biggest DSP there is.”
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$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.”
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Offshore
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AkhenOsiris
RT @novy_williams: Okay, I'm convinced. Let's get rid of quarterly earnings reports.
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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
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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
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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
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App Economy Insights
$META CapEx hit $18.8B in Q3.
Zuck is front-loading billions into Superintelligence
If you’re feeling déjà vu, you’re not alone.
Meta faced the same skepticism when it poured billions into the Metaverse.
The stock took a hit back then, too. https://t.co/X42w0p684m
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$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
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Quiver Quantitative
The Teacher's Retirement System of Texas has added around $29M of gold, $GLD, to its portfolio https://t.co/8zo1KSPCXM
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The Teacher's Retirement System of Texas has added around $29M of gold, $GLD, to its portfolio https://t.co/8zo1KSPCXM
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Dimitry Nakhla | Babylon Capital®
Mastercard is once again trading at a fairly compelling level $MA 💳 ($550) https://t.co/LPm5mmqSLn
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Mastercard is once again trading at a fairly compelling level $MA 💳 ($550) https://t.co/LPm5mmqSLn
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Clark Square Capital
RT @deusexdividend: $PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets https://t.co/mufLSJgsyq
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RT @deusexdividend: $PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets https://t.co/mufLSJgsyq
EV/EBITDA based on the annualized (weak) last Q is 3.52 for #PINFRA L shares. After accounting for minority interests, it is still below 4.5.
Ex-currency fluctuations, interest income is largely positive (big cash position).
For growing, inflation-linked revenue. $PINFRA tweet
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Dimitry Nakhla | Babylon Capital®
$FICO
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$FICO
$FICO -6%
Weekly mortgage applications for last week was +57% YOY on lower rates
Earnings & Guide will beat big https://t.co/iNGUwum8nJ tweet