u/TheInsideAnalyst · 24d agono track record yet
The Trade Desk - Value Investment or Trap Without Growth?
The Trade Desk's sharp valuation reset from 200x to 20x earnings offers attractive entry points despite recent growth deceleration. The business maintains strong cash generation, zero net debt, and operates in a 5-15% growing ad market; recovery to 10% growth would yield 15% annual returns, achievable given solid fundamentals and margin of safety at current levels.
At post $13.40Now $14.02+4.6% since postedas of Sep 8, 4:31 PM ET
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