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Social Clubs / Where Angels Fear to Tread


Subject:  Thanks Dreamer Date:  2/18/2021  10:34 PM
Author:  kiplin Number:  12065 of 12987

I was writing this up in another forum, thought I just post here. A forever thank you.


TTD is #2 in our portfolio. I sold covered calls ATM Tuesday, willing to part ways with ~30% of my shares or just put some cash in my pocket. Looks like cash in the pocket.

My relationship with TTD goes back several years, to Dreamer Dad pounding the drums. I *love* a good drum solo. RIP Neil Peart.

First time I listened to the DD drum solo, bought TTD, it popped the next day ~30% on earnings. Next quarter or two, the pops were only ~20%. Maybe not quite that much, but ENORMOUS.

I don't know who Dreamer Dad really is, or where he lives, or if he likes beer or sweaters. But I will happily buy him a beer or a sweater. After seven buys and two sells my overall position in TTD is +607%. Again, it's our #2 behind CRWD.

As this investing thing goes, complex with no right answer, DD sold too soon. Valuation concerns, which have only continued. Me? I bought seven times in the first two years. I've since sold twice, only to see this Tribble climb back up my 'percent of holdings' every time.

Beers or sweaters?
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