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No. of Recommendations: 4
The fatrader link was interesting and I thought fairly well written. I think the author and some here aren’t giving enough credit to the lead TTD has in software/platform development. Also, Denny hit the nail on the head regarding the discussion on whether there is a difference between other software companies and TTD. The thing that matters is value to customers. Right now it appears customers are quite happy with TTD.

It seems many people including the author are discounting TTD’s competitive advantage period. “Anyone can build their platform” is something it seems many people believe. I would suggest you sell TTD if that is how you feel. I happen to believe differently. They have spent enormous sums on R&D to make their platform provide higher and higher ROI for advertisers who can actually now measure that sort of thing by the way.

A.J.
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