The Trade Desk: Bargain EBITDA Multiples As Margins Recover

We're poised to exit 2025 at record highs for the stock market, forcing many value-oriented investors like me to think about deep rotations in our portfolios for next year. In my view, 2025 has been a market characterized by big winners and losers, andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...