External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Trade recommendation to go long on Magnite (MGNI) and short on Trade Desk (TTD) with 6-18 month investment horizon.</li><li>Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative revaluation of MGNI compared to TTD.</li><li>Despite recent developments affecting third-party data, both companies have strong growth potential, with TTD having significantly outperformed since being recommended as a long in 2017.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Trade recommendation to go long on Magnite (MGNI) and short on Trade Desk (TTD) with 6-18 month investment horizon.Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative revaluation of MGNI compared to TTD.Despite recent developments affecting third-party data, both companies have strong growth potential, with TTD having significantly outperformed since being recommended as a long in 2017.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Magnite Inc (MGNI) - Monday, Jul 22, 2024

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued success</li><li>Andrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovation</li><li>Mitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Mitchell discusses the success and potential of Crocs, noting its growth and potential for continued successAndrew asks if Crocs is a fad or a sustainable business, with Mitchell emphasizing the brand's importance and continued innovationMitchell highlights Crocs' success during the pandemic and discusses potential growth strategies for the future, including the importance of jibbets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

United States

Magnite, Inc. provides online advertising solutions. The Company offers real-time cloud and big data computing systems. Magnite serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Magnite (MGNI US)

Magnite Inc (MGNI) - Monday, Jul 22, 2024

Both companies operate in the AdTech industry and benefit from multiyear secular tailwinds, with specific catalysts expected to drive relative...

Value Investors Club

Choice Equities' Mitchell Scott provides update on $CROX thesis and thoughts on Magnite $MGNI

Andrew welcomes Mitchell back to the podcast to discuss the success of Crocs stock, which has seen a 30-40% increase in value and is believed to be...

Yet Another Value Podcast

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)