All Reports

May 1, 2019

Q1 – FIRST LOOK

By Vasily Karasyov

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April 29, 2019

Bulls have to be OK with this contradiction

By Vasily Karasyov

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April 26, 2019

Q1 Results – FIRST LOOK

By Vasily Karasyov

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April 26, 2019

This is what happens next

By Vasily Karasyov

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April 25, 2019

Adjusting estimates ahead of Q1 FY19 report

By Vasily Karasyov

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April 24, 2019

Was it worth it in the longer run? Maybe not. Taking a stab at PF estimates

By Vasily Karasyov

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April 12, 2019

A positive read-through for TTD, RAMP from DIS Investor Day

By Vasily Karasyov

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April 12, 2019

Now or never. Or at least not for a long time.

By Vasily Karasyov

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April 3, 2019

Starting soon! Call on advanced TV advertising; President & CCO of RAMP added

By Vasily Karasyov

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April 3, 2019

Conf. call on advanced TV advertising: President & CCO of RAMP added

By Vasily Karasyov

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April 1, 2019

Downgrading from Buy

By Vasily Karasyov

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March 28, 2019

Conference Call with Allison Metcalfe, General Manager of LiveRamp TV

By Vasily Karasyov

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March 26, 2019

Conference Call with Allison Metcalfe, General Manager of LiveRamp TV

By Vasily Karasyov

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March 18, 2019

Upgrading to Buy, updating the valuation framework, raising price target to $41

By Vasily Karasyov

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March 11, 2019

A dive into advertising inventory sources and sales channels

By Vasily Karasyov

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