No. of Recommendations: 4
what's up (or actually down) with TTD today? Spoiled an otherwise good day for me.
Maybe just pre earnings jitters


I just listed to the earnings conference call which I found very exciting. Advertising is in transition from throwing money at "eyeballs" without knowing how well it worked to ads directed to a pair of identified (but anonymous) eyeballs and The Trade Desk is the leading contender to capture the largest part of that emerging market. They are confident of the coming demise of the walled gardens. Their revenue growth rate looks like a tornado, 50% overall, and 100% plus in many foreign markets.

It's well worth your time to listen to the CC and the Q&A

https://edge.media-server.com/m6/p/y2nmt2sm

Denny Schlesinger
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