• 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 leader in several market categories with a long runway in front of it.

Source: The Trade Desk: The Emerging Standard In Programmatic Advertising – The Trade Desk (NASDAQ:TTD) | Seeking Alpha