![]() ![]() Tremor entered into a definitive agreement to acquire Amobee. In line with the previous words, the most interesting factor came out in the most recent quarterly report. ![]() ![]() However, the company has also signed several acquisitions that may make the group much more valued in the coming years. ![]() I believe that the company is quite interesting because of the data it controls. Tremor International sells access to a video-first platform so that clients can run advertising campaigns for brands and different media groups. Under a basic discounted cash flow model, the implied fair price is more valuable than the market price, and the downside risk is limited. In my view, more acquisitions, larger data sets, and supply path optimization would lead to free cash flow generation. The expectations of investment analysts appear completely disconnected from the current valuation of the stock. Tremor International Ltd ( NASDAQ: TRMR) recently announced meaningful acquisitions, and expects an impressive increase in video reach and an increase in the number of clients. ![]()
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June 2023
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