The $1 Trillion Ad Opportunity
12/09/24 • 31 min
1 Listener
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
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
Previous Episode
Introducing the Dividend Seven
Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:
How a company enters into the Dividend Seven.
If Home Depot can still be a growth stock.
The metrics that dividend investors need to understand.
Companies that have raised their dividend for decades.
Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineers: Desireé Jones, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
What Do Investors Underrate?
Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
The alleged killer of Unitedhealthcare’s CEO getting caught.
A sporting goods retailer buying back a lot of stock.
Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.
Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
Sign up for Breakfast News: breakfast.fool.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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