Morgan Stanley Media analyst Ben Swinburne was bullish on out of home on a recent Morgan Stanley Thoughts on the Market podcast.  Swinburne’s said this:

We have a bullish view of the advertising recovery.  Every datapoint on advertising that we’ve been hearing lately has been positive and we remain of the view that we’ll see a V shaped ad recovery.  In particular, out of home advertising names may be one of the most attractive ways to play this theme…

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