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Telaria Inc. (TLRA $6.00)
- $6.00 Cap: $288M
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Telaria Inc. (TLRA $6.00)
- $6.00 Cap: $288M
- View TLRA Profile
- View Questions on TLRA
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Thanks, Peter
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Telaria Inc. (TLRA $6.00)
- $6.00 Cap: $288M
- View TLRA Profile
- View Questions on TLRA
Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
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Telaria Inc. (TLRA $6.00)
- $6.00 Cap: $288M
- View TLRA Profile
- View Questions on TLRA
Q: Can I have your thoughts on this US company?
Thank You, Peter
Thank You, Peter
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