Ad-Tech And Perion Are Coming Back, Fast

Perion Network Ltd. (NASDAQ: PERI) is on a turnaround path for the last three years and the company’s three-pronged approach is starting to deliver, just when the digital advertising industry is showing signs of stability after suffering one of worth downturns due to Covid-19. The stock is trading around levels seen five-year ago and this combination of business turning around and the industry fundamentals stabilizing do offer an opportunity to the stock to break out of the range. After the weak second quarter, Perion has come back fast. When many…

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Apple Is The New IBM

Apple Inc. (Nasdaq: AAPL) has long been a darling of both growth and value investors alike, but maturing growth and valuation relative to the growth on offer suggest the stock is looking similar to International Business Machines Corp. (NYSE: IBM). Once dominant, both have products and solutions that seem ubiquitous to their fan base, but lost ground in fast=growing emerging technology trends.    The stock is still touted as a growth story by the Bulls and the argument is forgetten about weakness in iPhones today, the real long-term story is…

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The Trade Desk: Time To Leave This Desk

The Trade Desk Inc. (Nasdaq: TTD) has been one of the best performing advertising related stock for the last few years, up almost 15x since going public in 2016, riding on multiple favorable trends, including the rise of programmatic buying, in the advertising industry. The last few months have been tough for the advertising industry, but the stock hasn’t been impacted much. Investors have largely shrugged off the weakness in the industry as temporary and set their hopes on a quick recovery for the company, believing transition to Connected TV…

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