Magnite (MGNI), a programmatic ad network that benefits from transitioning to connected TV, is a stock pick of Ross Klein of Changebridge Capital. Ad budgets are transitioning from legacy cable to connected TVs, says Ross. He adds data privacy is developing rapidly making it harder for advertisers to track people across the internet. He believes open internet was one of the biggest Covid beneficiaries. Tune in to the discussion with Oliver for more details.
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