Speaker avoids investing in TTD due to lack of understanding of its business model despite price drops.

It reminds me a lot At The Trade Desk. They have Similar business models, For a long time it was The Trade Desk figures look Amazing, and the arrow continued to Ascent, and now it has become A company that entered the scope of " "The value" as he describes it Some.

While The Trade Desk focuses More broadly on an area TV commercials The connection and this concept Known as "the Internet" "Open." There is a similarity One is blatant and obvious Exactly, which is that both The two stocks were severely damaged This year because Concerns about the impact artificial intelligence.

The Trade Desk, which he mentioned Sean, formerly.

The Trade Desk Effectively as a demand-side platform Just to reduce conflict Interests.

So, your audience learns quickly. For this reason We decided not to invest In "The Trade Desk" Desk), and why are we still We maintain an open position in That arrow, despite From a 75% decrease Since the date We published our episode about him there.

From 2015 to 2025, it was A typical example For dividend-paying stocks The vehicle, and the people They point at him and say: This company will continue to Growth upwards towards "The right."

They also They embody perfectly What is qualitative growth? They have never disappointed Profit forecasts.

In fact, it seems that That was more beautiful than It is truly constructive Over the extent of the decline The sharp decline in the share value Now, the shift in The narrative surrounding it.

I have We mentioned the company "Trade Desk" A few times today, and You have already become our example The model for the necessity Staying within the circle Your competence, because in several Stages during the year The past, contact me People are asking: "Why?"

I don't buy shares in The company after the decline At 40%, 50%, and 60%? And this continued for a while It's very long, and he continued The stock is falling. With all Honestly, I don't know why.

Really, because I didn't understand Nature of this company's work Good in the first place . So, is it an opportunity? To buy? Or is it a trap? For what value? I don't have any an idea.

And as for my company, "Trade" "Disc" and "Ab Luvin", I am content with observing The situation from the outside. if This was the bottom For those shares, it's fine. Okay, we'll watch it.

It's going uphill, but I I will not feel any fear of Lost opportunities. I don't feel Fearing the loss of opportunities, except When I miss an investment I thought it was I can understand him.

And in this The situation, I don't feel that Absolutely. It's too late.

The exciting thing about the company The Trade Desk is that it Imagine a new world Entirely for the future Digital advertising, which It already works on Investigating it.

The Trade Desk fills This void, and it takes over On new projects and becoming Trusted ordering platform For the buyer of advertisements. I mean, when you achieve Cumulative growth in Sales by 50% Annually for more than a decade From time, you must You are doing something right.

A lot of those will flow allocated funds Cable to advertising Digital and to the vaults Companies like "The Trade" "Disc."