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Why The Trade Desk Is A Buy, Set, And Forget Stock

Oct. 05, 2021 8:45 AM ETThe Trade Desk, Inc. (TTD)18 Comments


  • Investors should accumulate TTD stock on weakness.
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The Nasdaq’s unexpected selling pressure is accelerating. At the time of writing, the index is down by almost 8% from all-time highs. Bears managed to erase half of the summer’s rally and are taking good companies down with it. The

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This article was written by

Chris Lau profile picture

Individual investor with three decades of experience who runs DIY Value Investing.

Affiliate partner at StockRover.

Chris (diyvalueinvestor@gmail.com) is an Hon B.Sc graduate (with distinction) in Science and Economics. He holds a PMP (Project Management Professional) designation.  

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Comments (18)

does roku have their own competing product or do they use ttd ?
Chris Lau profile picture
@gutcheck No. dataxu was acquired by Roku. Amazon ejected the DSP from the Fire TV program, rather than empower its main OTT rival with advertising ID data.

A year after that, The Trade Desk was quietly phased out, and now only the Amazon DSP can buy Amazon’s Fire TV inventory.

TTD exclusively researched at DIY. Join to ride the next 50% gain:

PDXGuy profile picture
Reopened a small position at $70 🤞
PDXGuy profile picture
@Chris Lau glad I bought before ER and happy but I opened a very small position only. Do you think it’s not late to invest or shall wait for a pullback to buy more? I’m also holding PUBM as well.
Chris Lau profile picture
@PDXGuy TTD is on our DIY buy and forget stock list.

caprigaurav profile picture
@Chris Lau great article, thanks. Any thougths on sell side platform/companies such as Pubmatic. The stock has fallen hard and now trading at IPO levels.
Chris Lau profile picture
@caprigaurav I rated PUBM a SELL a while ago and posted a comment, much to many reader surprise. They reacted the same with the QS, BABA sell rating.

I will take a look at PUBM again and shared your idea with the DIY marketplace. Thanks for asking about it.
I expect another very good profit/revenue TTD Q3 earnings the first week of November. In another month we will see a good jump if not before. As a long term holder, I agree you have to "forget" about the volatile movements of TTD stock. I have a large position and sell weekly calls that over time provide 25-30% annual revenue stream to pay me while I wait for the company to grow into its valuation.
SA-NJ52 profile picture
@Chris Lau

No stock is a set and forget stock...this is simply wrong.

I own TTD. I sold some at a high. I want to sell more when the price is right.

@gandc yeah that ideology has cost alot of people from being multimillionaires. Just ask everyone who sold countless great companies like amzn,aapl,goog,msft,etc..it goes on and on. Buy solid companies like TTD and let it play out.
Chris Lau profile picture
@Mike B6942 our DIY list is MDB, DDOG, ESTC.
@Mike B6942 you can always support your argument by cherry picking your companies with hindsight... i'm loading up on myspace! to the moon!!
Spirittalk profile picture
What about about competition from the TV manufacturers selling ads on their own platforms? Is that a threat to TTD? Or does TTD work with them? I heard a podcast with the CEO of Vizio taking about developing their own operating systems and cutting the need for Roku, Apple TV and Firestick. I wondered if this would impact ads as well.
@Spirittalk All the entities you mention are sell-side platforms. TTD is demand-side. You need both to buy/sell ad space. An advertiser is not going to spend individually among 20+ sell-side suppliers on 20+ platforms. They will use a single demand-side platform like TTD to reach whatever ad locations they deem to be most cost-effective of getting their message out and acted upon. The sell side needs the demand side and vice versa. There are a couple of platforms that try to serve both sides, but how good are they at serving both competing masters? Jeff Green chose his niche to have no conflict of interest.
@bonanzzzer "An advertiser is not going to spend individually among 20+ sell-side suppliers on 20+ platforms*. They will use a single demand-side platform like TTD to reach whatever ad locations they deem to be most cost-effective of getting their message out and acted upon."

*Isn't this precisely why Magnite is so well positioned as the leading and largest world wide sell-side platform to interconnect with TTD's demand-side platform?
Dinjax profile picture
@bonanzzzer it looks like there are several DSPs, at least according to this source, including Rubicon (now MGNI). I don't know the CTV advertising market so I'm not sure it's accurate.

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