Meanwhile, the first-quarter earnings season is just starting up. Online ad giants Roku and Alphabet posted analyst-stumping results last week, suggesting that the digital ad tech industry is back on stable ground after a couple of shaky years.
In fact, I think you should buy The Trade Desk and Magnite shares with confidence at the end of April. These companies are poised to benefit from a healthier advertising market, but from dramatically different angles.
Let's start with the simpler investment thesis: Magnite's stock is undervalued. Full stop.
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