Topic Archives: The Trade Desk (TTD)

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

Comments

  • 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...

  • 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 ...

  • 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...

  • 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....

  • 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...

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