Excellent earnings today from CRTO and the market even likes it.
I should have time to listen to the call before tonight’s World Series game allowing me to take my mind off of the game before it starts.
May have some time to provide a quick review as well.
This business on the surface seems to be clicking and leverage is starting to show with earnings soaring.
This has been a tough business to understand. It is tough to grasp their moat. I have relied on their results considering their advertisements must be very effective to attain this type of growth. I could be very wrong in the future, but they seem to offer a great product that yields tangible results to those paying for ads.
Take care and Go Cubs!