I noticed my CAPS score spiked today. Checked the CAPS page and saw CRTO up 20+%. I had it as outperform some time in the past and I am “not too active” with CAPS (CRTO still -20% for me on CAPS, I haven’t held CRTO for a long time, can’t remember when I sold).
Anyway, strong results announced BMO today.

Anyone still in?


Anyone still in?

No. Held for quite some time and got out before the name tanked on Apple ad blocking prevalence. Made a little money overall, but had great timing in getting out. It was actually TTD that made me get out of CRTO. No comparison in terms of the business right now. So, it was really just luck of the draw that got me out.

Numbers, especially earnings, looked great I will say.