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Added to YB: 2025-10-27

Pitch date: 2025-10-23

TTD [neutral]

The Trade Desk, Inc.

-33.11%

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 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

$54.79

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

N/A

Show full summary:
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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