Trade Desk看跌，原因是增长崩溃和成本激增，公允价值估计为4美元，除非他们扭转利润率轨迹。
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所以，我们在大约每股120美元时卖掉了Trade Desk，那是因为我们看到了来自Netflix的危险信号。不幸的是，我的股票算法显示Trade Desk还有更多下行空间。我对其公允价值估计约为4美元，这真的很糟糕。真的非常低。
So, we got rid of Tradeesk at like $120 a share, and it's because we saw a red flag coming from Netflix. Unfortunately, uh my stock Algo has even more downside ahead for Tradeesk. I have this at like a $4 fair value estimate, which is really bad. Like really, really low.
好吧，我直接在这里给你答案。他们的收入增长了3%，而销售成本增加了22%。增长已经崩溃，成本正在爆炸。也许他们可以扭转局面。我希望他们能扭转局面。我有点嫉妒。呃，或者我不应该说我是嫉妒。
我并不嫉妒。Trade Desk是我居住的城市加利福尼亚州文图拉市最大的公司。我希望他们蓬勃发展，因为这有助于这座城市，对吧？所以，我想看到他们赢，但他们需要扭转局面，因为目前他们的利润率轨迹证明非常低的目标价是合理的。
Well, I I'll just give you the answer right here. Their revenue is up 3% and their costs of goods sold increased 22%. Growth has collapsed and costs are exploding. And maybe maybe they could turn it around. I hope they could turn it around. I'm like jealous. Uh or or I I shouldn't say I was jealous. I'm not jealous. Trade. I am uh well, okay, let me figure out how I'm trying to word this. Trades is the biggest company in the city that I live in, Ventura, California. I would love for them to boom because it helps the city, right? So, like I want to see them win, but they need to turn it around because right now their margin trajectory justifies a very low price target.
所以，他们需要扭转这种利润率轨迹。
Uh, and so they need to turn that margin trajectory around.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $TTD 的历次判断
Meet Kevin 在这只股票上只有这一条判断。