6min chapter

The Education of a Value Investor cover image

Jeremy Deal on Hamilton Helmer’s Book, 7 Powers, and Investment Research

The Education of a Value Investor

CHAPTER

Adtecs

Adtec is really a focus, because within adtec, there are so many sub sub sectors and sub businesses within within adtec. Within adtec, what's interesting is to see companies like spotify re inventing the podcast business of the podcast industry. Companies like roku are set to benefit from creating, maybe instagram like highly targeted adve, advertisements they get put into a mere re- mash or just kind of mindless t ve that makes up a reality TV show. And then lastly, there's there's car companies like Ulitics ulite who are able to see your spending data inside their credit card an debit cards,. They can serve you ads within your bank

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