RE:RE:RE:RE:RE:RE:not good for ads companies here Illumin does not have to be disruptive to be worthy of an investment. I'm invested because the share price should be worth more. That's it in a nut shell.
At todays prices, the market expects no more growth in free cash flow from ttm values. If the market is wrong, and the company can grow free cash flow by just 5% per year over the next several years, then grows at the rate of the economy indefinitely, then the math tells me there is strong upside ahead.
I would rather own Acuityads and take my chances than to own Trade Desk any day of the week. The Trade Desk is a great company, but they have to execute flawlessly for many many years to justify current prices. That's not my kind of gamble.