Stone Fox Capital
Long/short equity, growth at reasonable price, research analyst, deep value

Marin Software: Getting Ready For Prime Time

Even after a very successful IPO in the ad tech sector in Rocket Fuel (NASDAQ:FUEL), the rest of the sector continues to languish below original IPO price ranges. This includes a wide variety of stocks from mobile to video ad networks and now a revenue acquisition management (RAM) leader. In the case of Marin Software (NYSE:MRIN), the company might fit better in the Software-as-a-service (SAAS) category, though it definitely trades like an ad tech stock.

Marin Software provides a leading RAM platform used by advertisers and agencies to manage more than $5 billion in annualized ad spend. The platform allows advertisers to measure, manage, and optimize their digital advertising investments across search, display, social,...

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