The company we do own in our International Equities Portfolio that is a play on the higher use of streaming and the changing dynamics of advertising i.e. with advertising moving more online and into different areas like video games is The Trade Desk which is an advertising market place allowing purchases real time insights into how they should be spending their advertising $$ online.
MM remains bullish and long TTD
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Today we have briefly looked at 3 ASX200 stocks in this unheralded sector who look interesting to MM moving forward.
