top of page
  • Brett Schafer

Fundamental Analysis: Magnite

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing***

Listen on Spotify

On this Sunday’s Fundamental Analysis show we discussed Magnite. Here is a screenshot summary of the show:

  1. What is Magnite? It is a sell-side platform (SSP) for digital advertisers. It is the newly named company post the merger of Telaria and Rubicon Project.

  2. Valuation: TTM EV/sales of 10.9, unprofitable, and not CF positive.

  3. Latest Earnings: Q3 revenue of $61 million, up 61% (12% organic)

  4. Our Future Growth Opportunities: The Magnite Marketplace and the “anti-walled garden” approach.

  5. Are we more interested in this stock after the episode? We were both uninterested in this company.

#Investing #Magnite #Podcast #Stocks

2 views0 comments

Recent Posts

See All

Listen On: Spotify Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capita

Post: Blog2_Post
bottom of page