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It's curious Telaria (TLRA) has gathered so little interest here on Seeking Alpha, as there is definitely something is going right for it:
Indeed, the company reminds us quite a bit of Trade Desk (TTD), one of the best-performing stocks in our SHU portfolio.
Unlike Trade Desk, Telaria is a sell-side programmatic ad platform (it sold its demand-side business in 2017). The sell side consists of publishers providing ad inventory, places which the demand side (ad agencies, brands) fill with actual ads.