An extremely strong quarter and guidance for Q4, all driven by Unity Vector; we estimate the guidance implies 23% Q/Q growth. We think this should be the quarter which helps U move the incremental long-only…

Q3 results and the guidance for Q4 are both ahead of expectations. The results, in our view, support our argument that MGNI is in a better position than it has been in a while. Connected…

We think that an argument can be made that, at this point, MGNI stock is the best overall position it has been in in a while. First, the business is on a solid footing with…

We think the combination of recent industry news, ROKU’s latest quarterly report, and the projections ROKU’s management provided to FOXA (disclosed in the S-4) warrants an update on the longer-term outlook for the business. Overall,…