Advertising Wants to be Measurable – An Investment Thesis
Both Sides of the Table
FEBRUARY 21, 2010
When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. One recession later and the US advertising market is about $245 billion – but still only 10-12% is online and measurable. And it turns out that we click a lot.
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