PUBM PubMatic Inc

$PUBM Consolidation in these smaller ad tech companies is inevitable. There is a 6 year window to 'catch up' to Google and there will be a scramble by mid tier companies to buy these smaller ones so in 6 years when Google restrictions are off they can compete a lot better than today. Private equity firms are the most likely ones to buy these smaller companies IMO. They will want to act within the next 12 months before these stocks start going up a lot more so IMO.

$PUBM went down for four years or so, I won’t sell this unless it gets to like 30+ time to go up for two years or so