Topic Archives: Ares Management (ARES)

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  • Travis Johnson, Stock Gumshoe

    Things are starting to look a little better for them now than they did a year or two ago, for sure, particularly with th...

  • Travis Johnson, Stock Gumshoe

    Generally those teases are about The Trade Desk, mostly because of their exposure to streaming video advertising -- with...

  • Travis Johnson, Stock Gumshoe

    I haven't seen any teases for this "Netflix Killer" that include any clues, but I'd be surprised if it's not yet another...

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    Recent insider sale, not much, but in case you’re wondering. The Trade Desk Inc (TTD) CFO Paul Ross Sold $546,028 o...

  • Travis Johnson, Stock Gumshoe

    Nothing TTD-specific to explain the fall, just dropping investor appreciation for the richly-valued cloud software stock...

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    I also took a nibble on $DOCU yesterday after hours around. $TTD has been beasting.... I kind of think it is benefittin...

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    Maybe just a tiny bit of your vast knowledge is rubbing off on me. I purchased some DOCU before reading your article. ...

  • Travis Johnson, Stock Gumshoe

    Ad-wise, the heaviest rotation of ads from the Fool has been for TTD, SHOP and ANET. Though that’s not necessarily an...

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    Is there any stock that is even close? to TTD? Should I buy it now? I heard zen desk is recommended. I am confused?...

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    Maddogne, Congrats on your outstanding TTD trade!! FYI- I'm referencing your comment about TTD & Tradestops in a com...

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    Hi Maddogne, Congrats on your great buy & gain with TTD! FYI- I'm referencing your example RE TTD and Tradestops' re...

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    I bought TTD pretty early @ $49. It was at the time a spec stock for me and my biggest regret-Not Buying More-. Only 40 ...

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    I'm a MF subscriber and I paid too much for NHR. TTD is a good pick and so is SHOP. However TTD is not a part of NHR ...

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    I have the same question - what is a good entry price for TTD at this point in time?...

  • maddogdne

    $TTD long: I bought my shares back in Nov 2016 for $22.55, and haven't sold yet. But all analysis aside, all crystal-bal...

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    My only question (but not for TTD only) is if I should sell it in the near future and replace it with some more "safer" ...

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    What's a good entry point for TTD?...

  • Travis Johnson, Stock Gumshoe

    To be fair... TTD seemed richly valued then, too, though 8-10X sales seemed worth the gamble. It's at 17X now, but back...

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    Travis, Unbelievable! I was going to ask you about TTD yesterday as it is also one of my major investment, a...

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    TTD is a little rich for my blood. But you were wise to enter a few years ago....

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    TTD also recommended by Michael Robinson's Nova X report. I think he recommended fairly recent at around $135. Very impr...

  • Travis Johnson, Stock Gumshoe

    I expect that's probably still The Trade Desk (TTD) if it's the ...

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    Man, I started rebuilding up a position in $TTD at $180 but it is recovered so fast! Jeff Green was pumping with Jim Cr...

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    Same here, bought TTD and Zayo and OKTA due to Travis. I can't thank you enough Travis. I trust your analysis above all ...

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    $TTD was my largest position, which I believe I got into because of Travis, thanks! It was just dumb luck I sold it a...

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    Thank you. TTD does seem to be the stock in question. Looks like 500% of the move has already occurred in the past 12 mo...

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    @Travis, Thanks for the enlightening and sincere commentaries. I really empathize with you on the emotional roller coast...

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    Glad to hear your thoughts on TTD. I suppose I’ll hold. It’s going to be an interesting ride with TTD, iipr, and o...

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    Looks like this was not covered. could be TTD?...

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    Bought TTD July 24, 2018 at ~90/share. Right now it's ~196/share. I invested for sentimental reasons -- The Trade Desk's...

  • Travis Johnson, Stock Gumshoe

    Could be, but there's a high degree of uncertainty -- particularly because so much of the advertising world is controlle...

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    Thanks so much, Travis, Not only are you the most entertaining internet financial advisor, but you have actually made me...

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    Thanks for the additional fleshing out of TTD. Enjoyed two separate rides up on it and twice unintentionally took good p...

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    @Travis, As usual, great analysis on both TTD and IQ. I own and follow them and I concur with your conclusions on IQ. On...

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    Thank you for the link to today's released Berkshire's annual report; I read Warren Buffets' letter to shareholders - 1s...

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    Good morning, just wanted to say thank you, I know you do not recommend stocks but by your analyses I purchased $IQ and...

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    Thanks Travis, just joined and will buy a little more LUC. Will watch for TTD to come down....

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    Hi Travis with a stock like TTD where you've made an excellent profit do you think about selling any to cover your initi...

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    Thank you Travis for another excellent analysis. You made me quite a bit money on TTD!!! Couldn't have done it without y...

  • Travis Johnson, Stock Gumshoe

    Those "ultimate buy" pitches mostly have been about The Trade Desk (TTD) lately, which I've covered many times (and own)...

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    @Shahbijalj, I suspect that the difference in market reaction is mostly timing - report came out on a good market day. T...

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    @Travis, I agree mostly with your comments and conclusions on TTD. However, I disagree with the assessment of their prof...

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    Thanks Travis. I really liked your insight on TTD. I was following the earnings call and couldn’t find anything negati...

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    I was holding $TTD and almost sold out at 105 after market yesterday, but I hung in there. now it's at 128, I so would ...

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    Took the words right out of my mouth. Kind of wished I had got some of SPOT when it ticked under 125 a couple of weeks ...

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    The Fool is pitching this stock for a long time. Tom Gardner even called it his No one suggestion period! They are up qu...

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    Glad you mentioned TTD here as it's on my mind too. Does seem to be a overcorrection....

  • Travis Johnson, Stock Gumshoe

    Would have added a nibble at $105 after hours if I had been watching, that seems like an overreaction to me... we’ll s...

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    I'm tempted to add but am overweight already. Perhaps the market was looking for a huge beat on revenue rather than a sl...

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    TTD got hit on earnings. Anyone adding or selling?...

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    Not sick of reading your analysis at all. Travis, you are really quite talented in investment. I did reasonably well o...

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    @Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...

  • Travis Johnson, Stock Gumshoe

    “Programmatic” is on the ad buyer end — it basically means using more technology and analytics to place ads more b...

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    Thanks Travis. I've some high hopes for TTD. I added to my position just today bringing my cost basis up to $63.87....

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    " TTD was indeed, as teased, 50X smaller" Fine analysis as always, but c'mon Travis, the above is nonsensical. If you ...

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    Since Travis teased TTD before I have looked into it and I'm still watching the videos online to see exactly what they d...

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    Motley Fool has been advocating The Trade Desk, Inc. (TTD) for some time. I tend to agree with Travis on the attractiv...

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    As always, thanks Travis! I suspected it was TTD the Fool boys were teasing. Based on your commentary and analysis I pla...

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    Thought I'd update, since I cancelled WITHOUT paying the maintenance fee. Frank must have had a battle with his con...

  • Travis Johnson, Stock Gumshoe

    You might well be pleased come Mid-November... one never knows....

  • Travis Johnson, Stock Gumshoe

    I doubt they’ve “moved on”, the ad is still running and they don’t tend to take profits. It has gone from a spec...

  • Travis Johnson, Stock Gumshoe

    Haven't seen the "top ten" hinted at anywhere, but we've covered quite a few teasers of theirs over the past few months ...

  • Travis Johnson, Stock Gumshoe

    They've teased several stocks in that way over the past few years -- most often Shopify (SHOP), but also Match.com (MTCH...

  • Travis Johnson, Stock Gumshoe

    Looks like you'll be pretty happy this morning... they beat and raised for the quarter, which surprised me, and popped 2...

  • Travis Johnson, Stock Gumshoe

    That's the subject of today's new article, you can find it here: https://www.stockgumshoe.com/reviews/motley-fool-stock-...

  • Travis Johnson, Stock Gumshoe

    It’s a volatile and expensive growth stock that ran up sharply, so anything could happen (good or bad). I will be loo...

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    I'm really disappointed that I recently bought TDD on some recommendation I read. Do you really think it will rally?...

  • Travis Johnson, Stock Gumshoe

    Not sure if you saw this, but I did include an updated note in the 11/17 Friday File about The Trade Desk. Nothing defi...

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