Equity Field Notes from temporal sources

[DanWebzster]

TLRA is an advertising technology company that has been carved out of TRMR

CEO is one of the founders of Vonage.

Generation Zyklon (and to a lesser extent millennials) are not that interested in TV. The challenge for advertisers is to find ways to capture their attention.

TLRA helps solve this problem with software that serves up targeted ads and helps monetize them.

After this business was carved out of TRMR, similar businesses in Australia and Canada were acquired.

Its competitors have been acquired by CMSCA & Bertelsman

Currently, OTT viewers are their largest target audience

NFLX has broken their own rule against showing advertisements to customers.

38% of their revs are generated in Q4.

* I've been accumulating this stock for the last 2 weeks and hope to make it my largest position.