The Trade Desk: Market Share Losses Continue, Nothing Else Matters (TTD)

Group 1 - The Trade Desk, Inc. (TTD) is currently one of the worst-performing stocks in the market for 2025, primarily due to high valuations coupled with unexpected competition and market share losses [1] Group 2 - The investment strategy focuses on identifying companies with strong qualitative attributes, purchasing them at attractive prices based on fundamentals, and holding them long-term [2] - The portfolio management approach aims to avoid underperforming stocks while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies with limited growth opportunities or high downside risks [2]