Viant Technology: Sell-Off Driven By Temporary Headwinds; Long-Term Thesis Remains Intact
Shares of Viant (NASDAQ: DSP ) have declined by over 30% since Q2 results were released. A couple of temporary headwinds have caused the growth expectations for Q3 to decelerate significantly. A key risk has emerged, similar to what its larger competitor, The Trade Desk (An individual investor primarily focused on undercovered companies, with up to 100 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 ...