Thread by @rubicon59

$TRMR is hypergrowth at unreasonably-low-price? #TRMR

Future looks bright, though past, a bit murky. Adtech, esp CTV/vid is on fire. Better numbers at far lower val than comps. A no-brainer with hair? $trmr #trmr

Many great threads & insights on fintwit, esp by @Yield_Fanatic Me, I am just trying to avoid overthinking great numbers. $trmr #trmr

Many in the space prefer $MGNI bec think better business. I am am not so sure. Put my chips on $TRMR, and we shall see.

A little self-serving but tells the story. $TRMR.

https://twitter.com/149MH/status/1434408817857605635

Love it. Needham publishes $TRMR research w/ a math error claiming “premium” (double-the-actual) valuation is justified. LOL. After corrected by @Yield_Fanatic does NOT change the original targets.👀👀

$TRMR at 1/10th the valuation of TTD, faster growth and better margins. Also, higher % of revenue from CTV (A market for which TTD has been anointed with a 100x multiple)

$TRMR is a GULP

$TRMR is too risky at $22 now, but wont' be at $60 before long. #MrMarketLogic

$TRMR largest shareholder, Mithaq, raises stake from 21% to 22%. But what do they know.

I want more $TRMR / #TRMR at a lower price.

Reasons $TRMR is gorwing faster and more profitable than compa. #TRMR

Sometimes the best place to hide is in plain sight. $TRMR

An enlightening interview. $TRMR.

https://twitter.com/Yield_Fanatic/status/1438796602559320075

“For the second quarter of 2021, video and Connected TV comprised 82% of our revenue ex-TAC” $TRMR

My in-deepth analysis of $TRMR

If $TRMR is not a 2-bagger in 6 months, I will cancel my CTV subscription on live Video.

Mr.Market keeps offering lower, and I keep adding. It helps when u have no brain. $TRMR

$TRMR train hasn’t even left the station yet.

A bit dated, but still a good $trmr writeup.

https://twitter.com/scswsharewatch/status/1373896343358472194