The Trade Desk is an interesting stock. They are down 67% from ATH and fell 11% today due to a Morgan Stanley analyst downgrade and Netflix and Amazon inking an ad deal.
I looked into them a while ago and was interested in their approach to a cookie-less world with UID2. I stopped looking but saw that Google really pushed back on ending cookies and pretty much killed Privacy Sandbox.
I don’t know too much about TTD or what they do, so I’d love to hear from those who have knowledge of the stock or ad tech space.
EDIT: Also wanted to ask what everyone thinks about Amazon’s DSP and how much of a concern that is to TTD
Does Anyone Have Insight on The Trade Desk?
byu/PinPsychological82 ininvesting
Posted by PinPsychological82
1 Comment
So, I have been following TTD for a while now and even more especially since their downturn. I think they are a prime target for acquisition. Keep in mind – I am an outsider. I also DONT own stock – I’m looking for a lower entry point.
They actually have a *fantastic* product, people who work on programmatic advertising for their livelihood actually like the *product* even though they have started getting increased returns on platforms like Amazon.
Finally, I haven’t listened to their CEO much, but from what little I’ve listened, I don’t like him much. I know they have been bringing some new executives into the company, hopefully they are better at scaling than he has been.
So what are you going to do now:
– Great, gold standard product. Top of the line really.
– Lower returns in recent past for their customers (not totally in their control)
– CEO failing to scale business (should be increasing sticky partnerships, not letting them go)
– Stock price dropping
Here’s what I *hope* happens:
Stock price drops some more -> Company like Walmart Labs acquires them -> Let’s them run as a standalone business but brings them as first class partners in their giant web of partners media and online and physical store footprint.
Or like any other company.
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keep in mind all of this speculative.