Tremor International Ltd. (TRMR) Social Stream

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$TRMR investment case 1) largest CTV pure play unnoticed by the market (was in quiet period so has not even guided q2) 2) $TRMR CTV partner $FUBO reported Q2 CTV ad sales up 281% 3) unruly on its own is #3 CTV SSP pixalate.com/rankings/ctv/s... 4) $PUBM #6 for CTV guided very strong growth through 2022 "on CTV, we're really excited about the growth and really the acceleration in growth that we're seeing in CTV. now, we're raising our guidance not only for the second half of this year, but also establishing guidance for 2022. And what we're seeing is that the growth is accelerating. You might recall, sequential growth from Q4 to Q1 was about 55%. And now, Q1 to Q2, we're seeing over 100% sequential growth" 5) $TRMR CTV partner $VIAC Generated102%YoY Streaming Advertising Revenue, Largely Driven by PlutoTV, Which More Than Doubled Revenue for the Fourth Consecutive Quarter.

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Other tickers frequently mentioned alongside TRMR are FUBO, PUBM and VIAC.