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The Trade Desk: The Emerging Standard In Programmatic Advertising

November 24th, 2018 · Comments Off on The Trade Desk: The Emerging Standard In Programmatic Advertising

The company keeps on delivering 50% revenue growth and with programmatic advertising and CTV in the first innings, growth is set to continue for quite a while. The company is executing very well and is profiting from several positive feedback mechanisms. The shares are far from cheap, but this looks every bit an emerging market […]

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The Trade Desk’s Monster Quarter

August 20th, 2018 · Comments Off on The Trade Desk’s Monster Quarter

The company has multiple tailwinds propelling it higher, like the move to programmatic advertising and connected TV. Smart management has positioned the company to benefit from these tailwinds, as its platform has important advantages. While the shares are now very expensive, we don’t see the beneficial situation changing anytime soon. Source: The Trade Desk’s Monster […]

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SHU Portfolio: Trade Desk Taking On Google And Facebook

May 21st, 2018 · Comments Off on SHU Portfolio: Trade Desk Taking On Google And Facebook

The company is growing much faster than the markets and had a blow-out quarter. They seem to know where the market is heading and are positioning themselves well ahead of the curve. While valuation is substantial, it’s not yet constraining and we feel the shares have much further to run, given the growth opportunities the […]

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The Trade Desk Is Moving Up In The World

April 4th, 2018 · Comments Off on The Trade Desk Is Moving Up In The World

Here is a good alternative to Facebook and Google for the advertisement market. The company is growing fast, profitable, and generates substantial amounts of cash flow. It is also well positioned in the fastest growing segments of the digital advertisement market, programmatic and CTV (connected-TV). Source: The Trade Desk Is Moving Up In The World […]

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