T.U.B Investing

In my last article , I had discussed the general outlook of the AdTech sector and deemed it as a booming industry. For this article, I will looked at the financials, ratios and margins of 12 selected AdTech firms.  I will divide it into three sections: revenue, earnings, and free cash flow, and compare their growth rates, ratios, and margins.  Do note the following: All Information are taken from SeekingAlpha and Roic.oi Website. These are the tickers of the AdTech firms listed - GOOG, FB, ROKU, TTD, APP, APPS, MGNI, PERI, PUBM, EVC, TRMR and ATY. Share price of the counters was based on prices as of 29 March 2022. "Pegged" meant that the past results are calculated based on per share basis using the latest outstanding share count. Only GOOG, FB and EVC are not pegged because their outstanding share count has decreased over 3 years. APPS and EVC has another row based on "Adjusted Revenue" . This is because there has been discussion that these 2 companies' reven...

In the past, I had done a webinar on EV and also wrote about Sports betting as an industry. In my portfolio, Tesla remains the only EV company, while FuboTV being the only company that is still active in the sports betting industry.  Generally 1 do not write articles on a particular sector - because I am not an expert in these industries and I definitely do not want to provide any wrong idea/information about them.  However, my portfolio has been increasing its allocation towards the Adtech Industry.  Image Credit: Martech Advisor Thus, I did more research for my own benefit and here are some of my opinions. Macro Views: 1. Shift from Traditional Advertising to Digital Advertising With the advent of the internet, more smartphone usage, and increased viewing on streaming channels in recent years, there has undoubtedly been a move toward digital advertising. This was more evident after the pandemic, as many of the Adtech companies hit record revenue and profit in FY2021. 2...