The Trade Desk, Inc. (TTD): Programmatic’s Neutral King

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Stock Spotlight

Michael

21 episodes

3 days ago

Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.

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The Trade Desk, Inc. (TTD): Programmatic’s Neutral King

Stock Spotlight

42 minutes 36 seconds

3 months ago

The Trade Desk, Inc. (TTD): Programmatic’s Neutral King

On this episode of Stock Spotlight, Michael dives into The Trade Desk ($TTD), the demand-side platform at the heart of programmatic advertising. With deep integrations, a founder-led culture and a commitment to neutrality in a world of walled gardens, TTD has become the go-to tool for agencies and brands navigating the open internet.

But even a king has its challenges. Despite strong free cash flow, high gross margins and tailwinds from CTV and digital spend, The Trade Desk faces valuation risk, elevated SBC and intensifying competition from ad giants like Google and Amazon. Michael walks through the business model, key metrics, competitive landscape and valuation — and shares why $TTD is on his watchlist, but not in his portfolio (yet).

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00:00 Intro

00:37 Investment Checklist & Database

01:17 Business Overview

13:13 Industry Overview

21:06 Quality Growth Profile

25:07 Financial Statement Overview

29:47 Management & Ownership Structure

34:34 KPIs to Track

35:25 Valuation & Technical Analysis

40:55 Verdict

42:00 Outro

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Intro Music: Andrey Rossi – Seize the Day

Outro Music: Ra – Prospect

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Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast

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Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.