The advertising market continues shifting from Print and TV spending to digital. The spending though still lags in the mobile area while traditional print media obtains a large disproportional spend in compared to the time consumers spend on the platform. According to the report from KPCB, the opportunity in mobile is up to $22 billion in additional ad spend based on current time spent. The natural companies to benefit from the higher level of spending include the traditional Alphabet (GOOG)(GOOGL) and Facebook (FB), but the real benefits could filter down to the likes of Twitter (TWTR) and Yelp (YELP) that are nearly completely focused on mobile traffic now. In the case of Yelp, the consumer review site continues to solve local that is the holy grail of advertising. Investors can stick to the big players that will definitely grab there share of the shifting market, but other players will benefit more than the market expects. Disclosure: Long TWTR and YELP