The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11% decline.
@ShitFund I remember being on the opposite side of him on $OPEN.
Thank you again for these great $WAL Pr calls, Bill
@ThothCapital @valuedontlie I would love to/can’t wait to read your $calm report
Tags: $JACK $GPRN $CRMT $HTZ $RTB $ARQQ $BTQ $MNRA $RUM $GPRO $SWMR $EQPT
@mbamcnulty Mark ILD @ $0. Assume $LQDA continues to + $20M in PAH revs per Q (Q3 was $30M) and @ YE'27 its annualizing ~$930M revs. At $1B they said "over 50%" would be FCF so call it $465M in normalized FCF or ~$4.50/share. Even very low multiples get you alot of upside in ~14 months.
@tuviagroup IMO, $CPT generally owns the best assets of the public MF reits with an avg age of 16 years
@valuedontlie Colin would you pick $CALM over $VITL and why? Thank you, love your research and opinions
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