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$150B Ad Industry Crisis: The Stocks to Save It (MGNI, TTD, CMGR, CRTO)

The Advertising industry is in a crisis. TV commercials are cratering in value, despite the billions spent per year on a product everyone fast-forwards through. Banner PPC internet ads are fast-tracking toward extinction next as we look past them, technologically filter them out, or simply resent them. Product placement is impractical for most products given […]

The Nutrition Supplement Growth Theme Heats Up (USNA, HLF, TQLB, CELH)

The stock market is in full-bull mode in recent months, driven by massive monetary and fiscal stimulus, outperforming economic data, a de-escalation in political tension, extraordinary strides on the pandemic vaccine front, and, perhaps most importantly, the emergence of enthusiastic participation from mom & pop retail investors. As that process has played out with increasing […]