Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]
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Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]
The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
I’m of many minds about the market, depending on how I feel in a given moment, so I try to avoid prognosticating… but if you want to force yourself to think about risk, as we all should do at least some of the time, one of the best go-tos is John Hussman, who has a […]
I pull together these thoughts for the Friday File throughout the week, and sometimes that means I end up feeling almost bipolar — the market sentiment on Monday was so wildly different than the sentiment this morning that our emotions can get a little whipsawed. Which means, of course, that I should be tuning down […]
It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]
Today I’ll start us out with some relatively minor updates on Real Money Portfolio companies, then I’ve got a new stock for the $100K Lock Box to talk about. Chewy (CHWY) Chewy (CHWY), everyone’s favorite online pet food and accessory retailer, had yet another strong quarter as, believe it or not, those people who rushed […]
If you’re going to be a long-term investor, focused on buying good companies whose value can compound over time, and not just a trader who’s trying to jitterbug in and out of positions for a gain in a month or a year, then at some point you have to remove your thought process from “the […]
Blather alert… skip down a ways to the ***** if you want to get right to the specific investments I’m talking about today… The market feels very uncertain, despite the massive stimulus and reopening boost that we all expect to see in the real economy this year, and the doomsayers are clearly out in strength […]
Finally we get a kind of almost bad week! Nasdaq 100 down 1%! Remember your stop losses if you use them, remember your plan for how to handle risk and your promise to yourself to have some discipline, and remember that when everything falls at once, that’s when you get to buy the things you […]
The Motley Fool in recent weeks has been ramping up their teaser pitches on the weekend over the past few weeks, sending quite a few questions our way — most of these have been pitches for their higher-end portfolio services like the various Extreme Opportunities services, and that’s also what has caught our eye this […]
Happy New Year! The fact that this week’s portfolio moves included a little stop loss selling and some nibbles in asset management, insurance and music royalties probably tells you all you need to know about how cautious I feel to start this year… though, as always, I try not to have my personal sentiment drive […]
Every year we call out a “turkey” stock teaser around Thanksgiving time and poke a bit of fun at some terrible investment ideas… … so it seems only fair to highlight a few winners as well, and this week, when we’re getting ready to close down for the holiday, seems a good time to spread […]
As we close in on the end of the year, with the market still rallying so fiercely, I’ve begun to think about risk management a little bit more — I’ve been using the stellar performance of many of my options speculations this year to take profits and “let out the steam.” As I see it, […]
First, a hearty welcome and “thank you” to all the new Irregulars who joined us during the Gumshoe Gives Back campaign this week — we did set a new record, and the money is still rolling in… but you’ve got until midnight tonight to talk the rest of your friends into joining 🙂 And now, […]
Today I wanted to start by looking at an abrupt move from a stock I’ve been watching in recent months. Lemonade (LMND) soared 20% yesterday and a bit more still this morning, on no news… the stock is not quite back to its post-IPO highs of July, but it’s awfully close now. What the heck […]
Quite a week, no? As expected, my predictions about the election were wrong… and, perhaps more importantly, even anyone making a prediction about how the election returns were going to come out would have probably been wrong in guessing what might happen to the market in the wake of those results. I expected there to […]
The last stock that Motley Fool Hidden Gems Canada teased turned out to be quite a success, despite my skepticism (that was Cargojet, which they talked up as the “Small-Cap Amazon of the North”)… so shall we look into another one? Why not, right? It’s not like anyone’s reading my drivel this week anyway, not […]
This is the intro from a Motley Fool Canada email I got yesterday: “It looks like you missed a pretty huge announcement that Iain Butler, our Chief Investment Advisor, made just yesterday. Since this could be a massive catalyst for your portfolio, I wanted to send you one final alert to make sure you don’t […]
So what’s happening this week? We inch closer to the election, and to what I continue to expect will be a relief rally no matter how the results come out — the last time I was this eager for something to just be over was probably when I made the mistake of watching The English […]
The Motley Fool is out with yet another “upgrade” portfolio service in their Discovery series… this time, Tom Gardner and the gang are flogging The Ownership Portfolio, a service that aims to recommend the best founder-led stocks in an attempt to find their next Tobi Lütke, Reed Hastings or Jeff Bezos. As with most of […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
Vacation time! This is your last Friday File of July, I’ll be off for two weeks to spend time with my family, and Stock Gumshoe will mostly be in hibernation during that time. Yes, that’s the same family I’ve been holed up with 24 hours a day for the past four months… but for the […]
Another wild week in the life of growth stock investors — in just the course of a week Shopify, Fastly, Amazon, Docusign, Roku, NVIDIA, Teladoc and Wrap Technologies each managed to rise in value by more than 10%, some by much more, and that’s in a week that saw essentially no fundamental news about any […]
Stock Gumshoe is closed today for the Independence Day holiday, but I did put together a few thoughts last night, and have a couple updates for you on the Real Money Portfolio, so we at least have an abbreviated Friday File for you… Hipgnosis Songs Fund (SONG in London, HPGSF OTC in the US) has […]
I’m still able to generate some enthusiasm about specific stocks that I think are appealing enough to buy at these prices… but I find it very hard to be optimistic in a macro sense right now, it really feels to me as though the market is whistling past the graveyard and being far too sanguine […]
The Motley Fool loves to use terms like “double down” and “triple down” in its ads for some reason, and this latest one basically extends a previous Motley Fool US pitch to Motley Fool Canada… but I’ll cover it quickly for you because the questions do pile up about these ideas. The pitch is in […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
I’ve had a bunch of new questions about this almost evergreen Motley Fool ad for their Stock Advisor service, so I thought I’d share some answers with you here — partly because this is a stock that I write about a lot for our paying members, since it’s a substantial part of my portfolio, but […]
Thank you for coming back and reading my musings week after week, we here at Stock Gumshoe would not exist if not for the attention and generosity of readers like you. I don’t say it enough, I’m sure, but I really appreciate you being with us… and having the patience to slog through these sometimes […]
Rubicon Project – the sell side of programmatic ads? (RUBI)Just wondered what your take on Rubicon Project’s potential is to emerge as the dominant sell-side equivalent to TTD’s buy-side of programmatic advertising. I remember seeing it touted as someone’s number one stock for 2020… I can’t remember where though!
It’s been a wild ride for the past couple weeks of coronavirus panic, and this week has been especially crazy (and still isn’t quite over)… though it’s encouraging that my Real Money Portfolio has been a little bit stronger than the market so far this year — partly because of brilliant stock selection, I’d like […]
Here’s the scenario of a week ago: China is in the midst of an epidemic of possibly explosive proportions, with fear gripping much of the country (and the world) as a coronavirus spreads and seems to have a pretty high mortality rate, with conspiracy theories abounding and the fear of social unrest as whole cities […]
It’s the end of the year, so we’re running into all those stories again about how this is the longest expansion in history, and we have never gone this long without seeing a 20% (or more) drop in the market. Which, of course, fires up the market timer in all of us — especially now […]
Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
Earnings season is clobbering me with news once again this week, so there’s a lot to share… I’ll start with the actual transactions I made today, and move on to look at a dozen other stocks I own or am watching… buckle up! We’ll start with the one that probably most of you can’t easily […]
President Trump and his team have reportedly been talking about ways to “delist China” from US stock markets or otherwise put up some barriers to prevent US investors from putting money into China, which put a scare into pretty much all the US-traded Chinese stocks and ETFs… I have no idea if that’s going to […]
Here’s what I’m trying to avoid: Predicting the direction of the markets because of my deep understanding of US-China trade dynamics. Every time I read an article that asserts “China trade deal more likely because of Bolton firing” or something like that, I throw up in my mouth a little bit. The market is way […]
I covered a “powdered plasma” ad from Michael Robinson just yesterday, but it turns out the he’s also flogging “cryogenic blood” separately, in different ads for his same Nova-X Report newsletter, so I thought I better follow up to get rid of any confusion. The Thinkolator concluded that yesterday’s ad, teasing a Pennsylvania company, was […]
This ad, yet another one that focuses on the potential for 5G cellular data networks to rewrite the investing world, comes in from the growth-happy folks at Motley Fool Rule Breakers… the ad letter that I saw was from Rex Moore, one of their analysts, and this is the section that caught my attention: “One […]
There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]
Here’s your assigned reading for the week: Go check out Stop the financial pornography! from Nick Maggiulli. A good reminder of how manipulated we all can be by attention-getting investment and economic news that doesn’t really have any relevance. Don’t worry, it’s short. So… what’s up this week? Leading the news for me, outside of […]
I’ve had a bunch of new questions about this almost evergreen Motley Fool ad for their Stock Advisor service, so I thought I’d share some answers with you here — partly because this is a stock that I write about a lot for our paying members, since it’s a substantial part of my portfolio, but […]
So… anything happen this week? 🙂 We’ll start with a few headline-grabbers from the Real Money Portfolio in the technology world, slide into a little teaser solution for you, and then share some updates on a couple small buys I made, plus some additions to the watchlist, along with the usual blather… Xilinx (XLNX) had […]
I’ve got a new buy to go into in some detail today, but first let’s go through some meaningful earnings reports that shook up the Real Money Portfolio this week and sent some questions my way… The Trade Desk (TTD) beat the analyst expectations for both revenue and earnings this quarter, but not in a […]
I’m a little sad not to be in Omaha this weekend for the Berkshire meeting, but I’ll be watching some of the Q&A tomorrow to see how Warren and Charlie are looking and try to get some little nuggets of wisdom from them. The biggest news lately from Berkshire Hathaway (BRK-B) is that they’re at […]
As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]
I don’t want to give you too much to read, since probably the most interesting reading this weekend will be Warren Buffett’s annual letter to shareholders (which should be posted here as part of Berkshire’s Annual Report, around 8am EST tomorrow), but I do have a quick teaser answer to share with you… and a […]
The “Trade War” is getting real, and the higher prices imposed by governments in China and the US. Tariffs are just import taxes, paid eventually by the customer, so they raise prices… which, our economist friends will tell us, suppresses demand… and since the higher price is going to a tax, not to a company, […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
There was an election on Tuesday, I hear. I voted. The counting is almost over now. Apparently the world did not end, and now we begin the campaign for the next election… everyone raise their hand who wants to vote for austerity and deficit reduction and lower spending and higher taxes and delayed Social Security […]
This past week or so has been a “holy crap” one for those who are overexposed to momentum stocks — you know the ones, they’re the stocks I keep buying in small chunks but that are very expensive and a little frightening, the ones in my portfolio that I put in that category would be […]
The ad we’ve been seeing recently from the Motley Fool for their Rule Breakers service is all about this “technology breakthrough” inside a “black box” that a Motley Fool analyst named Rex Moore found inside his son’s apartment — and this “little black box under his TV” that his son called the “heart of his […]
I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
Have you been watching what’s going on with the trendy pot stocks lately? Holy crap. This reminds me now of 1999 more than it reminds me of the cryptocurrency bubble of this past winter — these larger marijuana companies, like many of the dot com companies (and unlike most cryptos, of course), are real businesses […]
A few purchases to talk to you about today, and a couple other notes as we go… mostly on the theme of risk and safety, as we close out a week with lots of news-driven volatility. Ready? Innovative Industrial Properties (IIPR) is, in some ways, a fun way to “play” the marijuana boom with less […]
Ligand (LGND) started us off on Monday with a huge “beat and raise” quarter — which was already at least partly in the works, since they had raised expectations earlier and made a big deal with WuXi Biologics to amend a license agreement in exchange for a $47 million up-front payment… but they did exceed […]
Today we’re going to start you out with a quickie teaser solution, and I’m going to keep it quick mostly because this one is largely a connect-the-dots guess, given the limited number of clues that were dropped in the ad. The ad is from Marin Katusa, who went off on his own after leaving Casey […]
A few updates and thoughts to share with you on this fine May Friday, starting with a more detailed look a the new healthcare-related stock that I added to my portfolio a little while ago and haven’t discussed much yet. That stock is Premier, Inc. (PINC), a truly generic name for a pretty interesting company. […]
Here’s the teaser pitch that caught the attention of some Gumshoe readers this morning: “Not to alarm you but you’re about to miss an important and rare event. “Renowned investor Tom Gardner has identified a stock that he thinks resembles Facebook before its IPO. “It’s a little internet company that’s growing at a torrid pace […]
And our Annual Review proceeds apace… on a day when the market is showing signs of actually having a meaningful correction, thanks to Friday jitters and inflation worries and rising interest rates… so cross your fingers for better prices in the week to come (I did buy a couple positions this week, but as I […]
Happy New Year, Gumshoe friends! We’re back after a lovely break of sub-zero wintry activities, and it’s time to dust off the Thinkolator, fill up that gas tank (saving a wee bit for the snowblower on this fine and blizzard-y Massachusetts day), and see what “secret” stocks we can ID for you. The one that […]
Lots to talk about today… we’ll start with a quick teaser solution, then move on to some big picture thoughts, updates on the changes in my portfolio (a couple small buys), and some other little updates and cogitations. The teaser comes from Mike Cintolo’s Cabot Growth Investor, which is just what it sounds like: a […]
How about that bitcoin, eh? Those of you who’ve been following my personal portfolio and reading these Friday Files closely know that I sold pretty much all of my cryptocurrencies back in September, when it got to be a large enough position that I found the cash more valuable. Lots of you think I’m crazy […]
We don’t have one big story that’s catching my eye today, so I’ll do some catching up and musing for you. We’re heading into a slow week, so it’s likely there won’t be many new articles during Thanksgiving week — other than our annual “Turkey of the Year” reveal, of course. I often get asked […]
Today we’ve got another pitch from the Motley Fool to look at, all about Tom Gardner’s “Latest stock pick” … so can we figure out what it might be? Let’s check out the clues, Gumshoe-style. It’s a brief pitch that’s trying to lure you into subscribing to Motley Fool Stock Advisor with their regular “you’re […]
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Haven't seen any recent hint dropping on that pitch, but in the past their "cable is dying" teases have been focused on ...
Where do you want it to go? It’s up almost 15% a year over the last five years, better than I expected. My expecta...
Thanks, Travis, for another well-written update and a balanced view of what could go right and wrong. I like your conti...
Its TTD...
Looks like TTD is an angel investor in private start up, algorithmic ad company, Chalice. Journeyman....
I should stop using colons to describe splits and consolidations, I keep thinking of actual math. let’s just say this...
Stick splits don’t mean much in any fundamental way, but investors still like them — so they tend to provide a littl...
I'm not as disciplined as a lot of people are about stop losses, partly because I have a lot more conviction in some sto...
Thanks for the great write-up Travis. It was exactly what I was looking for as I'm holding PAR, v interested in taking u...
Thanks Travis for another excellent review of the current market. I liked the preamble about remaining rational, stoical...
Surprisingly huge move, to me it looks like selling because of The Trade Desk's relatively small beat compared ...
Great article (as always) - I loved Galaxy before you wrote this, and I love it more after. BRPHF has been carrying my ...
On a side note, does anyone know why CLOUD related stocks took a hit yesterday i.e. FSLY, NET, TWLO, TTD, TDOC, DOCU etc...
Hi Travis, Would you consider adding SHOP and TTD at this point?...
Unfortunately, they use that "All In" pitch for lots of different stocks, and tend to repeat those teasers for years. I...
I covered TTD in some detail here: https://www.stockgumshoe.com/2021/02/friday-file-new-spac-annual-review-pt-4-and-more...
I am curious to. I would buy more, but TTD is the largest position in my portfolio, so that makes it tough. Their growth...
Travis, any updates on TTD? I sold a bit earlier at 925 and took my principal off the table. Now I am wondering if I sho...
That's still The Trade Desk (TTD), that particular pitch has run pretty constantly for a couple years now....
Not sure which pitch that is, but ANET and TTD come to mind as recently teased “all in” stocks from them....
They use that terminology a lot, over the past year or so it has mostly been used to pitch Markel (MKL) or The Trade Des...
One of the stock is TTD per thread from Reddit. Here is the link https://www.reddit.com/r/Motley_Fool/comments/lx3znv/t...
I may need a bigger inbox once Stansberry goes public and the subscription offers intensify to meet growth projections. ...
When I started, I was very dependent on the Motley Fool, and I did pretty well. I've generally done better with David's...
In the past, I knew Travis mentioned ACUIF couple times but I never got the signal not until Travis said its business m...
You have good timing! Nobody can tell you what to do with an emotional rollercoaster like that, it's very personal --...
Thank you, Travis. I too hold large positions in TTD and ROKU. While my instinct is to run out and buy MGNI, I think ...
Excellent write up. You did not mention TDOC or TTD - your thoughts going forward with these two...
Travis this is an incredible resource! Thank you. I am new to the game here overall, and wanted to ask you and everyone....
They have several ads using similar lines to that -- I've covered many of them over the years, haven't seen a new one re...
Thanks... clearly TTD is far from being a "value stock," and was likewise not a "value stock" at $50 or $60 a few years ...
Several of my holdings that have done well and become high valuations, SHOP, TTD, TSLA, GBTC, etc..., I sold enough sh...
Just curious how TTD and MGNI are the same business. One sells end user ads on the internet (magnite) and I thought TTD ...
Trade Note: When I was distracted by the spectacle in my old home town yesterday, a stop loss order triggered in my a...
I'd guess just "profit taking" -- most of the big high-valuation tech "winners" have been falling, and TTD is among the ...
Any insight into why TTD has been dropping drastically lately? I don't see any news......
Trade Note I'm not at the office this week, but since I've promised to keep you up to date on meaningful trades I sh...
Hi Travis, happy holidays to you and your family. Thank you for all you are doing! My best performers this year (not al...
I saw another person mentioned mgni as the next ttd? Is this a long term play?...
Has been a surprisingly good year investment wise. Made some big mistakes like selling TTD in March (urgh)and some othe...
Hey Travis. Merry Christmas and have a Happy New Year. Thank you so much for all your guidance and wisdom this year. It...
Travis, Just curious to know that I remember from your previous writings. you normally not entering your stop loss orde...
Hi Travis, thanks for your writings. As always. I'm sure that this is the place where I learn the most. I'm 28 and j...
It's a tiny stock, so all it takes is a little attention -- they've gotten some nice industry attention over the past co...
I feel your pain Travis and how age is starting to catch up to us. Perhaps becoming a snow bird might help you, after co...
I wish I had bought TTD lmao...
Just to point out. I am a MF Rulebreakers subscriber and they haven’t recommended Lemonade. As an aside there have bee...
As much as I like Tesla it has increased in value so quickly that I've been looking for new positions to open to rebalan...
Wade...
Sounds like TTD to me...
Strong earnings this week, which certainly helped... and I'd guess a lot of it is just that they are again getting that ...
with presidential election ad spend at 2X 2016 id say TTD likely benefited from political advertising in general and th...
Thank you Travis and TTD is the reason I became a member. After the 27% jump today, I decided to sell and look for anoth...
I look forward to your thoughts on TTD in the Friday file. After today, this is my first 3 bagger, but in less than a ye...
TTD trades (and deservedly so) at so much higher validation, its almost not comparable...however Acuity tailwinds of the...
Hey Travis, I have been following the name for quite some time and I too have some reservations on Management's ability...
I have bought the AT.TO shares at $2.10 now at $6.24. I also have TTD shares - both from Motley Fool Canada. I am a vey...
Sheesh... in the moments after I published, The Trade Desk reported another ludicrous growth quarter with more "bounce b...
I've been waiting for this week - or last week now - for the selloffs and corrections but unfortunately the stocks I was...
ThankS Travis, TTD is done very well for me. I also bought MGNI (Magnite) which is on the sell side of the ad industry ...
Thanks for your insight, as always. One thing which should not be discounted re: TTD. As noted, agency holding company ...
Every so often I enjoy figuring out the clues for newsletter promos . More fun than puzzles. I believe the "contactless"...
TTD good stock, but look at Acuity $ACUIF .... P/S 1.5x1 x vs 40x1 and might end up being better product...revenues ++++...
I'm betting they have plugged into Ophir Gottlieb's research service, CMLviz.com . Personally think any trader or inves...
Today’s jump in WIX and TTD more than covered that fee for me. They have about 2 dozen stocks already in that portfol...
TTD...
bought TTD in options it went down then came up nicely for a good profit thank you FOOLs..mikoslav...
Question for you, and this is somewhat rhetorical: What were you attempting to accomplish spending $3k for investment...
I seriously question your thinking on this subject. Okay, I understand you've worked a long time for your savings. M...
I own all the fazer stocks except roku. I recently sold my roku stocks as it's too volatile and didn't see any growth fo...
I’m just being mindful of elevated risk in my portfolio at current valuations for all those companies — they’re gr...
I hope I'm not reading something into your potential sell positions, after reading your column from the other day, I sna...
I love the letter, share it with my 4 kids and have sent him at least 5 subscribers. I use his picking for 60% of my inv...
Also, I'm getting tired of the incessant pumping of TTD by Motley Fool....
I agree Travis, they should be better competition for TTD since the Telaria acquisition. Q1 results weren't terrible gi...
I bought TTD after reading your analysis Travis. It has been very rewarding but I wish I bought more back 2 years ago or...
I had TTD for a while and sold it when it got overvalued IMHO and put all the money on SHOP (I had both in equal proport...
$TTD, $TESLA, $NVDA, all great day trades lately :-)...
I bought a little TTD when you first wrote about it Travis. Sold some with a small profit and only bought more at a pric...
From what I read TTD provides a human interface in its key markets, i.e. not just an app. A person-to-person sales force...
If Stock Advisor has 500k readers, perhaps we should use their teaser emails as catalysts, buy the positions and sell a...
Things are starting to look a little better for them now than they did a year or two ago, for sure, particularly with th...
FYI: Analyst Ophir Gottlieb with https://pro.cmlviz.com/premium-news reports: Re: TTD A company growing revenue at ne...
The Fool is rated the best stock newsletter four years in a row! And looking at their track record, which you obviously ...
what is the name, please? TTD comes up as a trade desk...
Most of those “triple buy alert” pitches have been clearly hinting at The Trade Desk (TTD), though they use similar ...
This is most likely also TTD, which Travis solved recently recently in another discussion titled "According to Motley ...
Today's pick was TSLA. Picks also include SHOP, APPN today also; TTD, ZM, WORK, NVTA as new stock pick. [Independently...
Generally those teases are about The Trade Desk, mostly because of their exposure to streaming video advertising -- with...
mystery solved! if only I had purchased TTD when you analyzed them a while back....
Yep, that’s TTD...
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...
Hi Piccola, Thanks for joining us. I don't know what the future will hold. I make new investments with some regula...
Not sure if it's their "new" all-in stock, but they have been EXTREMELY high on The Trade Desk (TTD). I don't remember t...
It’s not a bad idea. I like Eddy. I like Ophir. I think the entire space is still early innings. I like TTD ROKU too....
Appreciate the updates as I too own many of the stocks you mentioned, including Okta, TTD, Docu, WRTC, and lamentably La...
The stocks they’ve teased with similar language in the past couple years have been TTD, Tencent and a few other gaming...
Recent insider sale, not much, but in case you’re wondering. The Trade Desk Inc (TTD) CFO Paul Ross Sold $546,028 o...
Hi Travis, thank you as always for your honest and expert thoughts. Talking about falling stocks , what are your th...