Bullish Alert(s): The Market has Given us 2 Gifts

The market just handed us an opportunity.

Actually, two.

Fear and Uncertainty Have Created a Rare Buying Window

The broader market is in pullback mode. Concerns over interest rates, consumer spending, and macroeconomic uncertainty have put pressure on high-growth stocks, particularly in technology and advertising.

Investors are hesitant, and some of the strongest companies in digital advertising have seen their valuations take a hit—despite the long-term tailwinds at their backs.

This type of environment creates opportunities for those willing to look beyond short-term volatility.

Two companies stand out as clear mispricings in our view, each benefiting from the biggest structural shifts in digital advertising.

• One is a long-time leader in programmatic advertising, a name we’ve trusted for years, now offering a rare buying opportunity.

• The other is a rising force in Connected TV (CTV) advertising, positioned for breakout growth.

The market appears to be underestimating both, and we are taking advantage.

Opportunity 1: Doubling Down on a Core Conviction Stock

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