Q2 Organic Growth: AT.TO - 53% v Y.TO - 6%...I am Long both but it is really interesting to compare these two;
I know these might be slightly different in the maturation process but essentially they are going after the same market. To see an organic growth rate of 8.83x that of yellow media definitely opens your eyes.
Clearly in the past Yellow Media has been acquiring its high revenue growth like its Juice Media business but I feel owning both gives me a good barbell approach, the cashflow and EBITDA on one side and the explosive secular growth in AcuityAds.
Regardless of whether its Yellow Media or AcuityAds the secular tailwinds are so strong and have no signs of slowing down for either of these two names.