Insider Stocks · For members
An entry from my investing journal, for members.
A 60% stock plunge in just 10 weeks. The first missed guidance in 33 consecutive quarters. A UI redesign that customers actively dislike. What happened to The Trade Desk's seemingly unstoppable momentum? In Part 1 (LINK), we explored how The Trade Desk built a dominant position in the programmatic advertising ecosystem through its buy-side focus, […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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