BH12
2023-04-15

$PubMatic, Inc.(PUBM)$  

One of the few small tech firms that was profitable since a few years back. Growth has slowed but earnings are still supported (for now). 

Bullish on this small cap (relatively) ad tech for awhile now. Bought the shares at close to 13, and waiting for it to perform. 

Selling 12.5/15 straddle on a monthly basis to get some yield while waiting (5+% per month). 

Willing to add more on dips and taking some off the table if it rallies. 


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Comments

  • boonk
    2023-04-15
    boonk
    cccccc
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