-
Posted by
Two Blokes Jun 29 -
Filed in
Stock
-
5 views
The Trade Desk has rebounded sharply after addressing sales execution issues, with Q1 revenue growth accelerating and beating expectations by a wide margin. Programmatic advertising's rise, a massive $1 trillion TAM, and connected TV growth underpin my bullish thesis despite macroeconomic headwinds. Valuation remains elevated, but The Trade Desk's ability to deliver ~20% growth and strong margins in a tough environment justifies a premium.
