https://www.cnbc.com/2021/02/03/thre...-earnings.html
After consolidating for the last few months, big tech looks to lead again. I'm big on huge on ad names in general (PINS, GOOGL, FB, TTD, MGNI - 5 of the 10 names I own) because of Mark Tepper's quote below - COVID was huge for them, but the world going back to business will be a boon too as ad spend / marketing is turned back on...and there's only 1 place for them to go. Digital ads.
Quote:
|
“When you look at every single one of these companies, all of these companies were strong before Covid, they all got stronger during Covid and they’re going to be strong long after we stop talking about Covid,” Tepper told CNBC. “The runway wasn’t short, it’s long. I do believe there’s more gains to come.”
|