The conference call is amazing.

2021-11-09

The conf call is amazing.

Couple key take-aways. WalMart partnership is in its infancy and will have massive upside for all retailers. Their key competitive advantage is the neutral buy-side angle that they serve for customers – this will continue to grow.

The supply-chain issues have “NO material impact.” They talked about growth to $5B faster then any other competitor. UID daily in the billions. Overall opportunity for growth is very strong and they are in a position to scale even faster.

While I understand the valuation is high, I see them easily matching these expectations and can see this at $140 by end 2022. I’ve been in since 140 (pre-split) and bought some along the way but this CC was pretty strong.$Trade Desk Inc.(TTD)$

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