Professional
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
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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