This article is excerpted from a letter by MOI Global instructor Jim Roumell, partner and portfolio manager of Roumell Asset Management (RAM), based in Chevy Chase, Maryland. Jim is a valued participant in The Zurich Project.

RUBI reported a very strong quarter indicating that the company has successfully leveraged its legacy ad-tech strengths to position itself to be one of the leaders in the programmatic buying and selling of online advertisements. RUBI has steadily gained market share over the past several months. In March 2017, Michael Barrett implemented a number of key initiatives when he became the company’s second CEO, building upon decisions made in 2016, that are working. The evidence is increasingly clear that those initiatives have turned around the company’s fortunes since its dramatic fall from grace two years ago when the protocols for online ad-buying changed and RUBI was caught flat-footed.

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Disclosure: The specific securities identified and described do not represent all of the securities purchased, sold, or recommended for advisory clients, and the reader should not assume that investments in the securities identified and discussed were or will be profitable.