Jason Moser

speaker

1,743 appearances 11 recordings 1 series first heard Sep 2014 last heard yesterday

Jason Moser’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.

newest first · ▶ plays the moment

And man, commercial really has to do some heavy lifting to justify this, because valuation is always like, can they grow into it?

Government is still more than half the business, too, which scares me.

I didn't get it then, I still don't get it now.

I respect the company, I respect the product, I wouldn't mind being an owner at some point.

But I don't think this is gloom and doom the way it is with some of the others.

But also, I can't get behind this as value right now.

It's still over 100 times expected earnings.

Yeah, it's funny, J-Mod.

Again, I just went back and looked.

I bought in March of 2020.

And it's down 80%.

But yeah, those shared from that point, it's still up about 60%.

So what a crazy ride it's been on, right?

Yeah.

And I will say my thesis going in there was wrong or was naive because I do think the world has changed.

I don't think I mean, this is a massive market and I underappreciated the potential for the Amazons of the world to come in and take some of it.

But I don't think.

But there is still a big market, the trade desk.

Customers are still sticking with them.

I have not been tempted to buy more.

Showing 1021–1040 of 1,743 · page 52 of 88