magnite
Choice Equities Fund commentary for the fourth quarter ended December 2020 discussing their portfolio holdings Magnite Inc (NASDAQ:MGNI), At Home Group Inc (NYSE:HOME), Pitney Bowes Inc. (NYSE:PBI), Select Interior Concepts Inc (NASDAQ:SIC), and Viad Corp (NYSE:VVI). Q4 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report another strong quarter of investment performance. Choice Equities Fund generated gains of +23.1% on a net basis in the fourth quarter, finishing the year with gains of +76.3%. This compares to the Russell 2000’...
ValueWalk
Spruce Point Capital Management, LLC today issued an 54-page report entitled “A Repellant Investment,” that outlines why shares of Magnite Inc (NASDAQ:MGNI) face up to 25%-50% downside risk. Q3 2020 hedge fund letters, conferences and more Spruce Point Capital Issues "Strong Sell" Opinion On Magnite, With Up To 25%-50% Downside RiskMagnite Inc (NASDAQ:MGNI) was formed in early 2020 by a merger of two advertising technology companies – Telaria (formerly Tremor Video) and Rubicon Project. The merger was predicated on cost, and not revenue synergies, and bringing a Connected TV (“CTV”) product to...
ValueWalk
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