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Subject:  Re: Magnite Making Its Move Date:  11/20/2020  3:59 AM
Author:  rdgyy Number:  73629 of 78042

I read the report from Beth K, and IMO you don't need to choose between TTD, and MGNI. There might be some headwinds coming against TTD due to cookie restrictions from Apple and later chrome, but the negative material impact if significant will not be noticed for a long time. I am building MGNI and already have substantial position with TTD and ROKU - all of these will be riding the secular trend in a market which has 5 years CAGR much higher than markets of other high growers (APM/log processing, endpoint/cloud security or video conferencing).
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