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Advertising Wants to be Measurable – An Investment Thesis

Both Sides of the Table

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. I believe that many social networks confused this idea.

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Pour And Stir II – Managing Your Cost Per Customer

InfoChachkie

“I know half the money I spend on advertising is wasted, but I can never find out which half.” In the “good old days”, pre- 1999, advertising dollars were largely gambled away. Google’s market capitalization is in the stratosphere for a reason – keyword search advertising is highly effective. John Wanamaker.

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