- Following Q2 earnings, most independent ad tech companies sold off sharply.
- The market fears that competition from Tier 1 players cannot be overcome.
- This results in some pretty remarkable valuations for contrarian investors.
In this article, I’m simply going to list some facts surrounding the shares of different players in the ad tech space that have been hammered lately and are sitting at historic lows. The facts are positive and negative. Investors can decide which way they want to play this opportunity, if at all. Most have chosen the sidelines, as none of the companies that I will discuss have extraordinary short positions, despite what the current extreme negative market sentiment would suggest.
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Article covers Millennial Media, Tremor Video, YuMe and Marin Software