illumin Holdings Inc T.ILLM

Reality bites

[truthis0utther3]

AT up 20% today so far while TTD up 35%

For all the talk of TTD being overpriced from a fundamental perspective (it is) and AT being a "value" play, TTD has outperformed all other ad tech firms including AT in both bull and bear timeframes with the notable exception of Aug 2020 to Jan 2021 when AT was pumped for no good reason.

The reason for this is simple. TTD consistently outperfroms and doesn't blame external factors depite many challenges such as COVID, GDPR, IDFA, etc. They just execute and investors are drawn to quality which no other ad tech firm has shown in contrast.

Looking at AT's results this quarter, it is not horrible but no sign of any revenue ramp, just more promises about a new sales team etc. There is always the hope that they will be able to steal a big client or agency but this is lottery ticket type of investing.

Anyhow, good luck. I think you'll need it with this lackluster and poorly motivated management team.

[Torontojay]

This is laughable.  I can easily change the dates around to show you how Acuityads has outperformed Ttd.  Nasdaq reached its peak on Nov 19,21 and The Trade Desk closed  at $107.79. As of this time, ttd currently has a share price of $ 73.4 or a decline of 31.9%  Acuityads  closed the trading day at $4.8 on Nov 19th,21. Today, shares trade at $3.74 or a decline of

[Torontojay]

Ok, here's one more for you.  The Nasdaq officially entered into a bear market on June 13th,22. Guess which company outperformed Trade Desk, Pubmatic and Magnite since that date?    Here's another one for you. Covid was officially declared a pandemic on March 11,20. Would it surprise you if I told you Acuityads outperformed Trade Desk since that time frame as well

[truthis0utther3]

Please do! The point I was trying to make is that TTD was/is ovrerpriced but that doesn't make AT a good investment. TTD has valuation against it but AT has basic fundamental problems. Bad and disengaged management, no special tech, and apparently need to rebuild their sales team. Biggest issue is management. They have no real incentive to work their bottoms off like maybe they once did. This