Advertising Wants to be Measurable – An Investment Thesis
Both Sides of the Table
FEBRUARY 21, 2010
One of the investment themes I’ve been focused on in the past 3 years has been Performance-Based Marketing. When I started investing the US advertising market was $300 billion with only 10% of it ($30 billion) of it being online and measurable. This no doubt led to the acquisition of AdMob by Google and Quattro by Apple.
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