TTD

Summary The world has turned upside down in a few weeks as the economic impacts of both the virus and the oil price war take hold. Most portfolios have taken massive hits. It is important to try to put this setback in perspective and to try to be rational in dealing with the analysis of…

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November 12, 2019 Summary Trade Desk reported its results last week. The results were a small beat on revenues and a much larger beat on earnings. The company also raised its expectations for the current quarter. Management talked specifically about strong trends in demand that drove growth as the quarter progressed. Current forecast, though higher…

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December 6, 2018 Summary Trade Desk is one of those names that value analysts seem to glory in hating. In actuality, Trade Desk is far more reasonably valued when considering the so-called “Rule of 40” paradigm embraced by VCs and other investment banking professionals. But in addition to its valuation, part of the attraction of…

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