u/Alpphaa

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d
3d
1w
1m
3m
6m
1y

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$TTDr/ValueInvestingStock Analysisbullish
u/Alpphaa · 32d agono track record yet
Long TTD

The TTD Opportunity Is Too Good to Ignore

The Trade Desk is a quality advertising company trading at an unjustified discount after market sentiment shifted. With 95% customer retention, strong growth from top clients and international markets, $1B+ cash, zero debt, and CEO conviction (personal $150M investment), the business fundamentals remain intact despite near-term slowdown. Current valuation represents a compelling long-term entry point for a 5+ year hold.

At post $13.39Now $14.02+4.7% since postedas of Sep 8, 4:31 PM ET
original post →

End of results.