Just a note, it looks like that point a week or so ago, when we had the endless worry thread about TTD and the impact of Google’s data rule changes, was an awesome entry point. Something like a 17% return since then.
If I was a betting man…of all the stocks on this board, that one has the largest potential to have extreme revenue beats in this quarter – until someone else makes a competing pseudo-anonymous token system they don’t have any real competition. Their moat comes on the side of becoming the buying and analytics dashboard for a lot of low tech advertising and marketing employees at ad consulting firms and in house groups…once those folks have something they like, its much easier to keep with it.