thanks for this analysis! would like to ask how you think they compare up against fb and google given these are the biggest players in the ads space and probably would look to crush or acquire their competition?
It's not about competing with them. The point is to join forces and improve advertising. Remember, the trading desk is not a disruptor, but rather, an integrator.
I see you have a membership tier. I'm UK based. Do you invest mainly in US stocks? I use 212 platform and thinking if your portfolio stocks are even obtainable in my country via this platform. Do you play with cheaper penny stocks or you are my big name company guy :) I love your honest analysis videos and wonder what you actually hold :) From what I see so far it looks like most of the companies here you don't own.
Hi Armands, I try to keep an open mind, regardless of geography (to an extent) as long as a company has a strong value proposition, attractive growth prospects and reasonable valuation. Thank you for watching!
Not sure they need to as gross ad spend tracks inflation + overtime, so as long as their take rate stays the same, their revenue will increase without doing much...
Very good reasoning/analysis. No hype/clickbait. That is good content
Thank you very much! Hopefully I put up some more if I start getting some real subscriber traction.
thanks for this analysis! would like to ask how you think they compare up against fb and google given these are the biggest players in the ads space and probably would look to crush or acquire their competition?
It's not about competing with them. The point is to join forces and improve advertising. Remember, the trading desk is not a disruptor, but rather, an integrator.
5 years out 25 billion lol. You're too conservative. It's already at 33.
I see you have a membership tier. I'm UK based. Do you invest mainly in US stocks? I use 212 platform and thinking if your portfolio stocks are even obtainable in my country via this platform.
Do you play with cheaper penny stocks or you are my big name company guy :) I love your honest analysis videos and wonder what you actually hold :)
From what I see so far it looks like most of the companies here you don't own.
Hi Armands, I try to keep an open mind, regardless of geography (to an extent) as long as a company has a strong value proposition, attractive growth prospects and reasonable valuation. Thank you for watching!
@@unrivaled cool. Just signed and will have a binge watch on your chanel :)
Grateful to share the JOURNEY with you!!
great video Daniel!
Do you think the future is priced in?
Can't they charge more to get more earning . Would not that help?
Not sure they need to as gross ad spend tracks inflation + overtime, so as long as their take rate stays the same, their revenue will increase without doing much...
Subscribed! (and liked obviously)
Thank you Blaine really glad you enjoyed the content!
@@unrivaled I love that thesis you mentioned for what type of companies you look for also can wait to get in early in the next ttd you find👍🏽👍🏽
Ttd is on 🔥🔥🔥🔥🔥🔥. Right now. I’m happy
Very good video! I am listening to this as an attempt to better understand their competitor AcuityAds. Thanks!
Glad it was helpful!
Good insights. What's your view on BIGC? could this be the next 10x stock?
Good question. Just added it to the cue.
Who are the peers.
Hi, Unrivaled Investing. this is surprisingly funny video. thank. :)
Glad you enjoyed it!!
Hi. Thanks for sharing your insight! I am also long TTD last 3 years. Unfortunately it was a small position. Should have made a bigger bet!
The question is what's the next $TTD?
Sea limited?
@@wilhelmmouton5118 if you were a subscriber at www.unrivaledinvesting.com, you'd know my opinion about that one....
So i am a new sub😄! And i see than i am more bullish on Sea than jou!
@@wilhelmmouton5118 lol. Thank you for subscribing! Certainly an amazing company. Trying not to anchor to much to my cost basis.
Thanks! Fact based analysis.