Professional
Added to YB: 2026-04-23
Pitch date: 2026-04-17
TTD [bullish]
The Trade Desk, Inc.
+5.79%
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
$11.3B
Pitch Price
$22.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.31
P/E
26.72
EV/Sales
3.60
Sector
Media
Category
growth
Saga Partners Added On Portfolio Holding: The Trade Desk, Inc.
TTD (added to position): Leading independent DSP faces skepticism after 2025 growth slowdown. Market fears Amazon DSP competition & AI displacement, but independent value prop intact—no scaled competitor emerged. AI likely strengthens infrastructure role vs. weakening it. Processed $13B ad spend vs much larger open internet mkt. ~$10B mkt cap, $1.3B net cash, ~$1B FCF capacity. Valuation disconnected from long-term earnings power. Adding to position.
Read full article (4 min)