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URL:  https://boards.fool.com/hi-greg-the-thesis-on-magnite-is-that-they-have-34678604.aspx

Subject:  Re: Magnite Making Its Move Date:  11/26/2020  2:30 AM
Author:  HorsePlayAndrew Number:  73768 of 78042

Hi Greg,

The thesis on Magnite, is that they have already started to position themselves away from third party cookie data, and will instead be able to provide customer segment data eg football fans, fitness fans, and the catalyst of this is their industry shaking tie up with Disney. The theory is that they will be able to use their customer data, and become the honey pot for other publishers to consolidate with Magnite, rather than currently where there are literally hundreds of SSP'S, and this then starts to become very powerful for advertisers.

Beth Kindig has produced a quite wonderful report and analysis all about this, building out why she is going big on Roku & Magnite, and not The Trade Desk, as she foresees trouble ahead for them. She was early on The Trade Desk and made some coin on them, so its not out of spite.

I know there have been discussions about Beth Technology and the value of it, I am increasingly finding it invaluable and would highly recommend others to sign up as their analysis is pretty incredible.
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