RE:RE:RE:RE:RE:What is mgnt doing? Well said. The way I see it, both are excellent companies. I found both later than I would have liked to. I guess pre-split it would have been in the teens that I found TTD, and it was one of my favourite companies. I did find the valuation got a bit eye-watering, but still like it. Acuity I found much later than TTD, at around $8.60 or so CAD, just before the quick jump to like $14 and $20 in December. I'm pretty stoked that the company has executed pretty well since then, and I get to build out the position at barely more than it was when I initiated my position, now. I started fairly light at $8.40 since I had only just found the company and hadn't had time for enough DD to invest more capital. Then it was quickly soaring, and thus less attractive.
Still, on a zoomed out scale, I still found Acuity a lot earlier than TTD in the sense of size and maturity, assuming Acuity pans out.