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  "documentTitle": "DoubleVerify Holdings, Inc. (DV)",
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  "notes": "Uses red arrows to highlight the 'International Growth' component in both historical and current strategy slides.",
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      "text": "DV's CEO Mark Zagorski failed miserably at his prior Company in expanding Telaria's international sales. We believe history is again repeating at DoubleVerify.",
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      "text": "September 2017: Telaria Investor Day slide",
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      "text": "Feb 2022: DoubleVerify Investor Day slide",
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      "text": "DV's CEO Mark Zagorski failed miserably at his prior Company in expanding Telaria's international sales. We believe history is again repeating at DoubleVerify. In the Q2 2017 quarter at the time of his appointment as CEO, we estimate Telaria had $1.3 million of international sales, and by Q1 2019 just $2.3 million.",
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      "text": "\"A key component of our SSP is the ability to meaningfully scale business through global expansion. We had a great quarter internationally, close to 13% of our total spend generated outside of the U.S., an increase of nearly 60% from the same period last year. We see plenty of green fields remaining in these markets and we're excited about the prospect of continued growth.\" — Mark Zagorski, Telaria Q2 2017 Earnings Call",
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      "text": "Source: Telaria and DV Investor Day Presentations, Red Arrow Spruce Point Emphasis",
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      "text": "CEO Mark Zagorski's Statements On International Growth At Telaria",
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      "text": "Look Familiar? DV's CEO Has A History of Promoting International Growth And Disappointing Investors",
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