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TLRA - Telaria's CTV Bonanza Is Continuing Unabated
Telaria Inc.
We argued in a previous article that Telaria (TLRA) is an emerging CTV advertising platform king, but given the really large gains of the share price, we waited quite some time for an opportunity to buy the shares for the SHU Portfolio.
That opportunity finally came in the sell-off after the Q3 results, and the rationale for buying the shares is really quite simple:
CTV (connected TV, that is, streaming) is only in the early innings and rapidly growing.
Telaria is very well-positioned to benefit, its CTV business is growing at 115%,