Professional
Added to YB: 2025-10-27
Pitch date: 2025-10-23
TTD [neutral]
The Trade Desk, Inc.
-59.46%
current return
Author Info
No bio for this author
Company Info
The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices.
Market Cap
$10.1B
Pitch Price
$54.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
N/A
Rowan Street Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): Down 50% in 2025 amid growth slowdown concerns. 20% annual returns since March 2020 purchase. CEO Jeff Green's vague earnings explanations & lack of accountability during adversity raised management quality concerns. Position naturally declined to 4.5% portfolio weight. Will let performance dictate future sizing.
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