Why We Think Digital Turbine Is A Better Buy Than Trade Desk
We were fairly early latching onto the potential of both Trade Desk and Digital Turbine, and share price returns have been stellar on both.
We believe the companies are comparable in many respects, and when pressed, we actually think Digital Turbine has more potential.
But depending on the valuation metric, the shares of Digital Turbine are MUCH cheaper than those of Trade Desk, which we think is overvalued.
Digital Turbine is reasonably priced, but given the market turbulence, we would not go all-in here and preserve cash instead until there is more clarity on the impact of Omicron.
Looking for more investing ideas like this one? Get them exclusively at SHU Growth Portfolio. Learn More »