2.5x the Growth @ 0.30x the Valuation... Great interview on Mr. Bunting’s show with Tal. Let’s take a minute to realize what you are buying.
AT.V growing revenues at 120% trading at 2.0x 2018 Net Sales vs TTD.US growing revenues at 50% trading at 6.5x 2018 Net Sales.
Looking for just an equivalent valuation even given the superior growth rate you are looking at 11-12/share at a equivalent valuation…
That is all.
LONG