Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.</li>
<li>Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.</li>
<li>Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.</li>
</ul>


Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion.
Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization.
Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platforms.


Ad-Tech Primer: Investing in the Future of Digital Advertising

Thematic (Sector/Industry)

<ul>
<li>Earlier this week, our team attended the Vancouver Resource Investment Conference (VRIC) in order to explore new ideas in the metals &amp; mining industry.</li>
<li>This report dives into a brief overview of some of the projects that we found to be the most promising out of the 200+ exhibitors.</li>
<li>DV is a leading Canadian silver and gold exploration company, currently advancing one of the largest high-grade silver/precious metals assets in BC’s Golden Triangle, the Kitsault Valley project. I</li>
</ul>


Earlier this week, our team attended the Vancouver Resource Investment Conference (VRIC) in order to explore new ideas in the metals &amp; mining industry.
This report dives into a brief overview of some of the projects that we found to be the most promising out of the 200+ exhibitors.
DV is a leading Canadian silver and gold exploration company, currently advancing one of the largest high-grade silver/precious metals assets in BC’s Golden Triangle, the Kitsault Valley project. I


United States

DoubleVerify Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides software platform for digital media measurement and analytics. DoubleVerify Holdings serves customers worldwide.

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DoubleVerify (DV US)

Ad-Tech Primer: Investing in the Future of Digital Advertising

Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot...

Atrium Research

Top Ideas from VRIC 2024

Earlier this week, our team attended the Vancouver Resource Investment Conference (VRIC) in order to explore new ideas in the metals & mining...

Atrium Research

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