Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

No Merit In Doubts Over YuMe

YuMe Inc. (NYSE:YUME) stock has not done much after going public in July. There are two major reasons for this muted response:

  1. Tremor Video Inc. (NYSE:TRMR) came out with disappointing results
  2. Questions over delay in the company's programmatic buying solution

There is little merit in these concerns. Looking at upcoming catalysts and the fundamentals of the business, this muted response may not last long and an in-depth analysis of the business should address these concerns. Milestones that may truly differentiate YuMe stock and fundamental performance, in the coming months, are:

  1. Rollout of YuMe's programmatic strategy
  2. Rise of "cookie less" advertising
  3. Mobile video growth to help cross platform video advertising
  4. Improving earnings estimates

These should...

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