How The Intrinsic Value Podcast’s view on $TTD changed

2026-09-06Bearish
“Applovin (APP): The 30-Bagger Down More Than Half”
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.

2026-08-16Bearish
“Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?”
TTD is a 'too hard' investment due to complex ad-tech dynamics and slowing growth (28% to 12%), so I will not buy it even at current low valuations.

Do you already have an idea of what company I'm talking about? Oh, I do. I do. You got to be talking about Trade Desk. And uh I'm very glad we didn't buy that one. I still remember when it dropped 40% in literally the next trading day after we published the episode on a Sunday.

And while we decided against it for what we now know were seemingly the right reasons, it's definitely fair to say that no one expected such a sharp decline. I certainly didn't imagine that it would fall 80% from its highs.