I wrote about one of my favorite holdings (Pubmatic) and my view on yesterday's earnings report.

Pubmatic results overall looked pretty good. I'm not surprised to see guidance unchanged, which is frankly a decent sign after seeing so many companies lower guidance. The investments in CTV seem to be paying off and I like the direction the company is taking as CTV is growing so quickly. The financials continue to be very strong so everything looks on track to me. Will be adding some as the market conditions stabilize a bit.