Insider Stocks · For members
An entry from my investing journal, for members.
From my earlier article on The Trade Desk: From Unstoppable to Uncertain: “What makes this situation particularly interesting is that the problems appear to be primarily self-inflicted. There’s no evidence of market saturation, competitive displacement, or declining demand for programmatic advertising. Instead, the company struggled with the rollout of its Kokai platform...The company’s goal to […]
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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