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,…

In this note, we argue that the U stock will not remain in the low $40 range for a long time. We believe that the story has evolved to a degree where incremental buyers should…