<- Go home

Added to YB: 2025-10-15

Pitch date: 2025-10-11

TTD [neutral]

The Trade Desk, Inc.

-30.32%

current return

Author Info

Sycamore Capital Management shares direct insight into my high-conviction concentrated investing strategy and portfolio. Sign up for the newsletter.

Company Info

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.

Market Cap

$19.3B

Pitch Price

$52.59

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
First Half Scorecard | Sycamore Portfolio Update [June 2025] - The Trade Desk, Inc.

TTD (holding update): Despite -2.75% decline and June weakness (-4.3%, underperforming S&P by 9.3%), drove +7% portfolio returns YTD on +20.1% H1 gains. Market fears of share loss to Amazon/Google DSPs overblown. Thesis centers on TTD's objectivity advantage vs compromised AMZN/GOOGL platforms that prioritize own ecosystems.

Read full article (1 min)