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.
$LYFT vs $UBER
I sent out our Q2 investor letter a couple of weeks ago. I wrote up my investment thesis on $WEX. If you haven’t seen it and are an accredited investor, DM me your email address, and I will send it over.
Add Monday $MNDY to the list -26%
The AI disruptions no one seems to be talking about, ytd stock performances $TTD -54% $IT -53% $HUBS -35% $ACN -32% $TEAM -31% $CRM -28% $ADBE -23% $NOW -18% $WDAY -14%
@sidecarcap $par
How ironic is it that $DAVE, a multi-billion fintech, relies on tips from its payday borrowers for its revenue. Capitalism at its finest!
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