Derek Capo
Long/short equity, deep value, value, growth

Tremor Video Is The Video 'Adwords/Analytics' For Advertising Agencies, And Is Too Cheap To Ignore

Tremor Video (TRMR) and its peers in the advertising technology industry have been hit hard recently, given the recent results and guidance reported by the Rubicon Project (NYSE:RUBI), Millennial Media (NYSE:MM) YuMe (NYSE:YUME) and Rocket Fuel (NASDAQ:FUEL). Yet, Tremor Video, which posted earnings results last week, exceeded revenue and earnings estimates for the quarter and has raised its guidance for the year as well.

The purpose of my article is to highlight the reasons why Tremor Video is different from its peers, its competitive advantage and catalysts that will get this stock to bounce back to IPO price ($10USD) or higher. The company's competitive advantage is too great to ignore...

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