RE:RE:RE:RE:RE:Early ActionYou literally had me laughing! Kudos.
I've been investing for 30 years but please educate me on price is what you pay and value is what you get.
I never said buy TTD but if you strongly believe that you could easily pair trade them just short TTD and long AT against it. TTD surely has further to fall so it may not be a terrible trade.
The only reason to own AT is if you believe they will return to growth. Their cash flow is barely even and illumin is smoke and mirrors. One million in self serve revenue is a joke when Tal touted illumin as the next big thing in self serve.
Listen, I wish you good luck but I just hate it when arrogant CEOs mislead (in my opinion lie to) investors and get away with it. In my view of the most likely case, AT continues to grow below the rate of inflation and never gets a valuation rating higher which will mean the stock goes nowhere to down.
In the end, with everything I know, I simply don't trust them.
Torontojay wrote: truthis0utther3 wrote: Don't worry about me, I do not own Acuity and am not short it either, I just want people to haar the truth.
Believe me, if I thought AT was likley to grow substantially I would be buying them. Newsflash: revenues are down from last year while infaltion is up and costs are up. That's called negative growth.
In a small company the biggest influence on success/failure is the strength of the CEO and then upper management. Maybe it's just me but when the CEO is sitting on the beach most of the time, the other founders are semi-retired, and the new managers brought in are only average, I don't see a compelling reason to invest.
If you don't believe the above is true that's okay but I would urge you to do more DD. If you do believe it then I'm genuinely curious why you would still want to invest?
retiredcf wrote: truthis0utther3 wrote: Yeap.. nothing to see here.. simply missed on pretty much every metric.
Why worry when costs are up and revenues are down, carry on!
Thsi retired clown must have unlimited funds to keep setting on fire.
retiredcf wrote: Unless there's significant news, I never trust anything I see in the markets early in the morning. The earnings are fine so there's really no reason for a SP decline in a strong market. Best guess is that daytraders piled in yesterday and are now taking their pennies and moving elsewhere. Would not surprise me if we close in the green. GLTA
Given that you've been calling AT nothing more than a pump and dump all year, not surprised that you are continuing along that vein. Perhaps you should buy another stock or two to broaden your horizons. GLTA
I don't think you have much investing experience. Companies that "grow" the most are not necessarily the best investments. I own some companies that are producing flat revenue but is trading at 2 times Ebitda. Im perfectly happy holding on to them.
There is no doubt in my mind Acuityads will outperform Ttd over the next 5 years. Why? Because the price you pay for a security eventually matters.