Keegan

https://commonstock.com/post/fb32b328-8512-48ec-ac13-c38cdc837b5f by @valuabl

Beth Kindig, of I/O Fund, is my favorite analyst when it comes to Ad Tech. She was exceedingly active this week discussing some of most popular companies in the space. While most I/O content is behind a paywall these appearances and breakdowns are free!

Here are some links:

A long form look at $FB https://www.youtube.com/watch?v=dsLxZzN6Rcg

Short form interview with commentary on $GOOG $MSFT $ROKU $SHOP https://tdameritradenetwork.com/video/previewing-earnings-for-aapl-msft-googl-amzn

Fox business appearance with commentary on $TWTR $ASAN $TSLA $SNAP : https://www.youtube.com/watch?v=Y_L3FQgwsW8

Appearance on Motley Fool Money discussing the Ad Tech climate (expects bounce back by Q3): https://podcasts.apple.com/us/podcast/beth-kindig-on-tech-stocks/id306106212?i=1000558306544

If you did not know Beth's work I hope that this puts this talented researcher on your radar. What ad tech analysts do you follow?

I use the Zendesk product everyday at work and I don’t love it but I recognize how sticky it is. I just wanted to free up some cash for more timely opportunities.

Let me know your thoughts on this company!