Letters by company

The Trade Desk, Inc.

1 letter discussing 0LF5. Everything written about it on this site is on its ticker page.

Saga Partners Quarterly Update First Quarter 2026 Saga Portfolio addresses the first material drawdown in three years by distinguishing headline-driven price moves from changes in intrinsic value. It defends The Trade Desk’s independent DSP position against Amazon and AI concerns, argues its growth slowdown is temporary, and retains existing holdings because their prices offer better relative opportunity. FIRST QUARTER 2026 0LF5