Why We're Still Betting on this Streaming Giant

We've been riding the massive shift of consumer eyeballs from linear TV to streaming in our MegaTrends portfolio for a long time.

We recently locked in a +92% gain on Magnite (MGNI), cut losses early on Viant (DSP) as data turned south, and continue to hold steady on The Trade Desk (TTD) through its toughest quarter in years.

(If you want to learn more about our MegaTrends portfolio, let us know.)

So, what makes TTD the one we're doubling down on, even after that brutal selloff?

On this week's Founders Call, we're hitting a major Nielsen data milestone, the ad spend lag that's about to break, and why this best-of-breed player has us convinced the upside far outweighs the volatility.

Watch now:

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