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The $1 Trillion Ad Opportunity

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Manage episode 454694835 series 8012
Innhold levert av The Motley Fool. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Motley Fool eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?

(00:14) David Meier and Dylan Lewis discuss:

- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.

- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.

- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.

(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR

Host: Dylan Lewis

Guests: David Meier, Asit Sharma, Mary Long

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1819 episoder

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The $1 Trillion Ad Opportunity

Motley Fool Money

11,775 subscribers

published

iconDel
 
Manage episode 454694835 series 8012
Innhold levert av The Motley Fool. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Motley Fool eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?

(00:14) David Meier and Dylan Lewis discuss:

- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.

- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.

- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.

(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR

Host: Dylan Lewis

Guests: David Meier, Asit Sharma, Mary Long

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1819 episoder

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