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TTD

The Trade Desk (TTD)

FVRRCOINBitcoinRCLARAYROKUMARAPSFEMCDSMRFDECKUBERRIVNRDDTSQSMPLPYPLFIVERYCEYTSLAPAYOAMDCELHLRNBBYGrokAAPLAXPCMGUALAMZNTGTSHOPONONDGMETABBOPENCOSTTSCONKEUPWKNVDAREALGMMSFTGAPMGNITDUPTPRWMTDALGOOGLBIRKODDSOFIMNSTCROXMSTRSCHWRKTDSPDISHURBNVPTONSONODUOLSNAPSPOTCVNANFLXSBUXNOTEPINSSOUNOKLOTTDHIMSLULUKMXHOODBROSADDYYRLAUR
MCDMCD
+13+13
Founders Call: Bonus Report Update
May 14, 2025

Founders Call: Bonus Report Update

We put out a Tariff Buy Alert Bonus Report about a month ago. Here's how those stocks are doing and which ones we like most from here...

Megan Brantley
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup
Mar 28, 2025

LikeFolio Weekly Roundup

Core inflation came in hotter than expected in February. Here's an overview of the biggest movers in our portfolio in the last week, and a deep dive in how we see the Bitcoin/GameStop strategy.

Ian Dewey, +1
BitcoinBitcoin
+8+8
LikeFolio Weekly Roundup
Feb 14, 2025

LikeFolio Weekly Roundup

Hotter-than-expected inflation data and big earnings events moved the market in big ways. We've logged double digit moves (mostly to the upside) in many of the small cap names in our portfolio. This week, we're adding a BONUS Core Conviction note following some interesting company news...

Megan Brantley
NFLXNFLX
+1+1
Streaming's Massive Monetization Gap $TTD
Jan 13, 2025

Streaming's Massive Monetization Gap $TTD

Connected TV viewership is growing at a steep clip, outpacing the flow of ad dollars. This creates a massive opportunity for investors in 2025.

Megan Brantley
TTDTTD
These 3 charts are extremely Bullish for TTD
Nov 07, 2024

These 3 charts are extremely Bullish for TTD

The Trade Desk (TTD) was one of our very first streaming plays... 5 years ago!

Megan Brantley
TTDTTD
Research Note: TTD Is Trading Near Multi-Year Highs. Can It Keep Going?
Jul 05, 2024

Research Note: TTD Is Trading Near Multi-Year Highs. Can It Keep Going?

LikeFolio data suggests yes. Here's why...

Ian Dewey
TTDTTD
📈 Bullish Alert: The Trade Desk (TTD)
May 10, 2024

📈 Bullish Alert: The Trade Desk (TTD)

A Triple Down Opportunity is at Hand

Ian Dewey
TTDTTD
Founders: Playing TTD from here
May 10, 2024

Founders: Playing TTD from here

This week's Founders' Call with Andy and Megan on The Trade Desk (TTD)...

Ian Dewey
TTDTTD
TTD: Beating the Walled Garden
May 10, 2024

TTD: Beating the Walled Garden

The Trade Desk is taking a notably different approach from the walled gardens. Here's how TTD is positioning itself:

Ian Dewey
ROKUROKU
+1+1
The Bullish and Bearish Case for The Trade Desk (TTD)
May 08, 2024

The Bullish and Bearish Case for The Trade Desk (TTD)

The Trade Desk (TTD) is an advertising specialist capitalizing on the shift from traditional television advertising to connected TV (CTV) and streaming platforms...

Ian Dewey
TTDTTD
We’re more bullish than ever on TTD
Mar 25, 2024

We’re more bullish than ever on TTD

Our long-term bullish thesis for TTD is predicated on the fact that consumers...

Ian Dewey
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