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Hey Dreamer, thanks for posting/sharing!

Haven't you posted some similar thoughts before, almost 'market timing?' As I recall you were the first to beat the drum on TTD. I was skeptical, then in, then in some more, then some more, then one of my top positions. I was probably buying your shares on my way into the position.

TTD is still my fourth or fifth biggest positions and one of my highest conviction investments. Not because or recent stock movement or quarterly reports, not because of the charismatic CEO. Because I *know* and we all know the streaming landscape is in early days and TTD is a player.

I have enough paper gains the last few years to cash out and live on the beach. Maybe even the beach of my choice. Instead, I'm staying fully invested. Maybe I have another lesson to learn. Maybe I get to invite people to my beach.

Kip
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