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No. of Recommendations: 1
Thanks Nilvest,

Your thoughts and the link you shared are much appreciated. I also found the same author's thoughts on Roku. https://beth.technology/roku-earnings/?fbclid=IwAR2YQO4lol2W...

I found two more articles on the competitive landscape for TTD as well. I will get to this reading later today.
https://seekingalpha.com/article/4153379-trade-desk-competit...
https://adexchanger.com/online-advertising/the-trade-desk-is...

I have read the conference call, Saul's commentary, the Rule Breakers commentary, and the discussions on this board. I hope Bert weighs in. As it stands, I'm undecided. I look at their sales growth rate, and if they can keep up anything close to the pace they are at now, and even if the multiple contracts considerably, they should trade considerably higher in a few years. But this is busted if their revenue falls off a cliff.

I figure the stock probably won't drop much more in the next month, so I'll take my time making a decision and if Mongo or ZScaler's earnings create a buying opportunity, I may just trade my TTD shares for the other names.
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