Out Fox The $treet

The below infographic from Teradata (TDC) highlights why Stone Fox Capital has become increasingly bullish on ad-tech firms thought the results have been negative so far. The data-driven suggests that CMOs will outspend CIOs by 2017. Encouraging signs for firms such as Millennial Media (MM) , Tremor Video (TRMR) and even Marin Software (MRIN) . All of these firms will benefit from an increasing shift of advertising dollars to digital mediums where marketing analytic will be increasing important. Read more from Teredata here . Disclosure: Long MM and TRMR. Please review the disclaimer page for more details. 

The recent weakness in advertising technology-related IPOs has reached a level where other firms will likely delay IPO plans. Typically, companies don’t go public when pricing below the original mid-point, yet the sector has seen several IPOs price anyway. Even worse, these stocks have performed badly after pricing, further compounding the problem. While Bloomberg suggests the online ad dominance of Google (NASDAQ: GOOG ) is the leading cause of the more » Disclosure: Long TRMR. Please review the disclaimer page for more details.