Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

TubeMogul: Buy The Dips

Let me start this article by saying that the decision to buy or not buy TubeMogul, Inc. (NASDAQ:TUBE) would have been a heck of a lot easier to make if I would have just went long at the IPO - but that was ~100% ago, and that particular risk-adjusted ship is long out to sea. Now I'm left looking at the potential purchase of a company that has shown nothing but increasing top-end potential and nothing but positive fundamental developments, but also a company with two very serious questions to answer long-term. Do I dip my toes in the water at these prices and hope to make some money over a mid-duration hold? Or do I sit on...

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