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Posted by
Two Blokes Jun 29 -
Filed in
Stock
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4 views
The Trade Desk remains a premium growth play despite valuations contracting; justified by leadership in CTV and defensible moats. Its independence and neutrality in the open internet era, plus UID2 adoption, provide unique competitive advantages over walled gardens like Google and Amazon. Revenue growth in the mid-20s and margin expansion are supported by CTV leadership and new opportunities in retail media, despite cyclical ad spend risks.
