- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- The Trade Desk Inc. (TTD)
- illumin Holdings Inc. (ILLM)
Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?