Why We Think Digital Turbine Is A Better Buy Than Trade Desk

Summary

  • We were fairly early latching onto the potential of both Trade Desk and Digital Turbine, and share price returns have been stellar on both.
  • We believe the companies are comparable in many respects, and when pressed, we actually think Digital Turbine has more potential.
  • But depending on the valuation metric, the shares of Digital Turbine are MUCH cheaper than those of Trade Desk, which we think is overvalued.
  • Digital Turbine is reasonably priced, but given the market turbulence, we would not go all-in here and preserve cash instead until there is more clarity on the impact of Omicron.
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We compare two stocks from companies we like. We got into both pretty early, but we think one is clearly a better buy at the moment as it is a lot cheaper for which we see little rationale.

One of

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This article was written by

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Shareholders Unite is a retired academic with 30+ years of experience in the financial markets. He looks to find small companies with multi-bagger potential while mitigating risks through a portfolio approach.

He runs SHU Growth Portfolio where he offers wide coverage of several small companies with high growth possibilities. He has a buy and hold approach with tranche purchases of stocks of interest. The service features an illustrative portfolio to incorporate into your portfolio, buy alerts, weekend stock and market updates, and a chat room. Learn more

Analyst’s Disclosure:I/we have a beneficial long position in the shares of APPS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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