The Trade Desk: The Easy Money Has Been Made, But Why I'm Staying Long

The Trade Desk ( TTD ) has been a big winner as management returned to their “beat and raise” ways. The company continues to grow both its top and bottom lines very rapidly even amidst macro headwinds. TTD isJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the c ...