TLRA - Rubicon Project: History Repeating
The merger of Rubicon Project (RUBI) and Telaria (TLRA) will create a leading independent omnichannel Supply Side Platform ((SSP)) which is well positioned to capitalize on growth in the connected TV advertising market. SSPs have a weak competitive position in the industry value chain though, and Rubicon Project faces the possibility of declining margins and market share as competition increases. Rubicon Project's recent price decline presents an attractive buying opportunity for investors who believe in the future of the company, but they should be aware this entails significant risk.
Market
As the internet matures, the