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No. of Recommendations: 1
TTD should actually see their growth accelerate this year. But given their 40-ish multiple, how am I supposed to see a rational and reasonable path for them to double quickly from here?

I see lots of tailwinds for TTD specifically. Outside of the tailwinds, one can value TTD on a PE basis even. Growing at something like 71% on a TTM basis, double the revenue growth rate. Current PE is something like 115. Doesn’t take long for that to get in the range of much more reasonably valued companies. TTD won’t/hasn’t require(d) much of a sales force compared to most SaaS companies.

I’ve been evaluating my portfolio and dissecting it in many ways and so far, TTD is a keeper.

A.J.
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