- 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.
SHU Portfolio: Trade Desk Taking On Google And Facebook
May 21st, 2018 · No Comments