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SHU Portfolio: Trade Desk Taking On Google And Facebook

May 21st, 2018 · No Comments

  • 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 company is faced with.

Source: SHU Portfolio: Trade Desk Taking On Google And Facebook – The Trade Desk (NASDAQ:TTD) | Seeking Alpha

Tags: TTD