Writeup on The Trade Desk ($TTD)
For paying subscribers only
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Even after the recent pullback in the markets including today, I’m currently up +24% YTD in my model portfolio thanks to very strong performance from my two largest positions CELH (up +39% YTD) and SWAV (up +64% YTD). I also got significant contributions from my other largest positions including LNTH STEM DLO UBER SI CROX GLBE MELI CLPT TMDX ZIM and CRWD. Not only was I aggressively buying these stocks near their May/June lows buts some of them are up more than 100% in the past couple months, fueled by strong Q2 earnings and attractive valuations.
I also launched a new service on Seeking Alpha which you can learn more about at DisciplinedGrowthInvestor.com — I’ll be sharing more details about this one in the next few days.
Company: The Trade Desk (aka Trade Desk and TTD in this writeup)
IPO date: September 21, 2016
IPO price: $28.75
Current stock price: $63.94
Outstanding shares: 489 million
52 week high: $114.09 on November 17, 2021
52 week low: $39.00 on July 14, 2022
Market cap: $31.3 billion
Enterprise value: $30.4 billion
Headquarters: Venture, California, United States
Number of employees: 2000+
Average price target from analysts: $77.16
Investor Relations [click here]
Q2 2022 Earnings Report [click here]
Q2 2022 Earnings Call Webcast [click here]
Q2 2022 Earnings Call Transcript [click here]
Q2 2022 Earnings Call Presentation [click here]