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Subject:  Re: Magnite Making Its Move Date:  11/25/2020  4:50 PM
Author:  LearningInvest0r Number:  73739 of 78041

Rockleppard, thanks for bringing Magnite. Main question from me is organic growth was only 12% last quarter. I guess the main number here is CTV growth which was 51%. Based on this article the management expects to return to 20% annual growth.

I'm not sure if 20% top-line grower is something which meaningfully will contribute to our portfolio returns? I think Magnite should be growing at least in 30s or 40s in order to provide real alpha to the board's portfolios. Yes, the multiple was and still is relatively low and looks like the market is starting to price the company higher based on CTV expansion trends.
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