CTV play with large growth potential

25 Okt 2020Magnite is the largest independent sell-side platform for connected TV advertising. As ad dollars shift from traditional cable to more targetable and flexible formats, companies in this space will continue to grow. MGNI is at an attractive price and seems to have formed a base, working on the right hand of a cup shape. Entry over the marked POC is a conservative entry, one potential catalyst is the Q3 earnings report on Nov. 6th. Long-dated calls and leaps are attractive here.

14 Nov 2020

Komen

This is parked right at the volume shelf identified previously after a good earnings and quick correction. Smooth sailing above this point and over the next fib.