Sep. 1 at 6:05 PM
5 stocks I own where advertising could become an increasingly important profit engine:
$AMZN — Amazon spent decades building commerce traffic. Now brands can pay to get directly in front of customers who are already there to buy something.
$UBER — Uber already has the riders, delivery customers and merchants. Advertising gives it another way to monetize those transactions without needing another ride or food order.
$NFLX — Netflix spent years building the global audience first. The ad tier gives it another way to monetize that audience while potentially opening Netflix up to a massive pool of advertising dollars.
$SNAP — Snapchat has nearly 500M DAUs. The opportunity has never been finding an audience, it has been getting much better at monetizing the one it already has.
$FUBO — Live sports are one of the few types of content people still overwhelmingly watch in real time, which makes advertising a natural part of the model if Fubo can keep scaling the audience.
