Analysis/valuation of real-time advertiser
Does anyone have experience in analyzing or valuing companies operating in the online real-time advertising industry? I feel like the industry is very different from normal retailers etc and I have very limited experience in this space. So what are some of the key considerations I should be aware of or keep in mind when I try to analyze or value one of these companies?
An example of a company like this is Rubicon (NYSE:RUBI). I will try to find some broker reports etc on this company but meanwhile, if anyone has some good insights, it would be much appreciated!