Insider Stocks · For members
An entry from my investing journal, for members.
Trade Desk delivered solid Q3 results with 22% growth ex-political, but the competitive landscape has fundamentally changed. While management dismisses Amazon as "not really competing," Digiday data shows advertiser preference for Amazon's DSP jumped from 3% to 22% in just 18 months. This report examines why the problems have shifted from internal execution to external competition—and what it means for investors.
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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