Post by
cpac on Nov 06, 2020 8:49am
The Hardest Part is NOT selling...
The Trade Desk is up HUGE in premarket... sailed through analysts' estimates. Not only does that reflect well on the digital advertising industry, but it's a stark reminder that TTD trades at 30B, and us at 300M... even though we're forecast to do more than a tenth of their revenue next year... the valuation of TTD doesn't look to be coming down any time soon, so instead AT should continue rising to fill that valuation gap ... should be more like 10x, not 100x... and that would reflect a ton of blue sky for our share price. :)
Comment by
mofwmofw on Nov 06, 2020 9:23am
Always easy to buy, always hard to sell. I just hope it does consolidate, nothing goes up forever. Nice and slow going up is always best. IMHO
Comment by
Jboosted92 on Nov 06, 2020 9:32am
agree....but this is turning into a tech growth story.....so every quarter ...++++++++
Comment by
campst on Nov 06, 2020 9:43am
All one needs to do is consider that Q4 is the best quarter for advertising by far. What will these revenues if TTD and AT be? selling is the farthest thing from my mind..... but what do I know? cheers