A weekly Taiwanese digital advertising newsletter that covers ad-tech industry developments, including AI shopping agents, retail media, Prebid and Google Ad Manager, and Safari's cross-site tracking restrictions. Each issue pairs curated industry news with analysis of what the changes mean for publishers, advertisers and identity vendors.
Website: https://publishergroup.tw/
Damnang Research publishes in-depth semiconductor industry analysis, including long expert-call interviews and self-built technical models. It explains topics such as EUV lithography, AI's effect on advertising, and wafer-scale chip yield in terms non-specialists can follow.
An independent B2B marketing newsletter that analyses intent data, buying committees, programmatic advertising and account targeting using real campaign data. It offers a practitioner's critical view of vendor claims, with practical frameworks for acting on buying signals.
Independent equity research focused on intrinsic valuation and identifying 'fortress businesses', with buy-side write-ups of individual stocks such as Zeta and Meta. It also tracks the author's personal portfolio and investment philosophy in near real time.
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