Source: Finchat

$PLTR (+2.14%)

$NOW (-2.86%)

$SPOT (+3.13%)

$PANW (-0.45%)

$SHOP (+0.64%)

$CRWD (-0.45%)

$FTNT (+0.86%)

$ABNB (+1.41%)

$COIN (+2.41%)

$AXON (-2.03%)

$RBLX

$NET (-1.17%)

$HOOD (+1.71%)

$TTD (+3.78%)

$DUOL

$HIMS (+1.78%)

A look at The Trade Desk is particularly worthwhile at the moment - for anyone who wants to invest in a promising tech sector without immediately reaching for the usual big players such as Alphabet or Meta.

What does TTD do?

The Trade Desk is a leading provider in the field of programmatic advertising. Advertisers can use its platform to buy advertising space automatically in real time - across various channels, from CTV (connected TV) to audio and mobile. The company is thus positioning itself centrally in a market that is undergoing major upheaval due to the elimination of third-party cookies and the shift towards privacy-compliant, targeted advertising.

Why is now an exciting time to invest?

The share price has fallen significantly in recent months and is currently trading at a level that represents an attractive valuation from a historical perspective.

• The P/E ratio and price/sales ratio have fallen, while the company continues to grow at a double-digit rate.
• TTD is profitable, debt-free and actively investing in its own platform (e.g. Unified ID 2.0).
• Demand for programmatic advertising - particularly in the CTV sector - continues to increase.

Macro trend on their side:

More and more major providers such as Netflix or Disney+ are relying on ad-financed models. The Trade Desk benefits here as a neutral provider compared to the "walled gardens" of Google and Meta.

From a technical perspective, the share is currently moving sideways - after the last correction, an interesting bottom could emerge here.

Conclusion:

TTD offers a strong market position in a future-oriented segment, combined with solid fundamentals and a relatively favorable valuation at present. Definitely worth a look for long-term investors - especially now.

$TTD (+3.78%)

It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1.41%)

Alphabet $GOOGL (-1.34%)

Amazon $AMZN (-0.36%)

ASML $ASML (+0.02%)

Axon $AXON (-2.03%)

Cadence $CDNS (+0.52%)

Constellation Software $CSU (-0.67%)

Crowdstrike $CRWD (-0.45%)

Fair Isaac $FICO (+0.61%)

Hermes $RMS (-2.4%)

Intuit $INTU (+0.36%)

Intuitive Surgical $ISRG (+0.69%)

Mastercard $MA (+1.7%)

Meta $META (+0.27%)

Netflix $NFLX (+3.89%)

Microsoft $MSFT (-0.72%)

Palantir $PLTR (+2.14%)

Tesla $TSLA (+0.65%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0.85%)

Costco $COST (+2.66%)

Ferrari $RACE (+1.57%)

Moody's $MCO (-0.03%)

MSCI $MSCI (+0.94%)

Transdigm $TDG (+0.23%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1.78%)

Robinhood $HOOD (+1.71%)

Roblox $RBLX

Shopify $SHOP (+0.64%)

Spotify $SPOT (+3.13%)

The Trade Desk $TTD (+3.78%)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

The Trade Desk $TTD (+3.78%) was also hit on Friday.

After the share has suffered a sell-off/price loss of around 60% in the last 3 months, I have also put my foot in the door here and added a first tranche to my portfolio. 👌

What do you think of my purchase? 🤔

Did you buy the same? Did you buy other shares?

What did I take with me?

It is not a crisis because >\=20% down but a good entry into tranches.

Which stocks were discussed?

$P911 (+1.22%) Unfortunately I've been in Porsche since 2023, when luxury comes back, the Chinese will buy Porsche and not locally

$ABX (-1.76%) and $NEM (-1.33%) Barrick and Newmont buy the shovels not the gold. Gold is for value preservation, not for speculation. I was invested in mines decades ago.

$MC (+2.21%) LVMH surprised me, I thought the air was out, will have a look.

$META (+0.27%) I finally understood how Facebook makes money. There's still a lot to come. First purchase?

$GOOGL (-1.34%) Yes, I've been adding to my portfolio since 25.

$H1PE34 Hewlett Packard Enterprise, I only knew it as a hardware manufacturer, here is the shovel for AI Ai chips.

$9988 (+2.44%) and $9888 (+1.4%) Chinese Baidu and Alibaba. I also had it 10 years ago, after the high it went down bloody. But will probably be seen again as a turnaround and cash flow for 2025.

$TTD (+3.78%) I was not aware of Trade Desk until today.

$22U Biontech became known as a corona profiteer, but is looking for the cancer vaccine.

These 10 stocks were discussed as stronger buys on the spot.

Which stocks are of interest to you, or where are you buying now?

$TTD (+3.78%)

Posi is full

at some point the trip to the south is enough

What's on your shopping list?

Mine

$PRY (+1.41%)

$CSL (+1.67%)

$BLBD (+1.71%)

repeat purchases $CACI (+1.46%)
$HIMS (+1.78%)
$TTD (+3.78%)

BofA highlights these stocks, which it sees as having potential despite the political uncertainty in the USA.

• Agnico Eagle $AEM (-0.65%)
• Eli Lilly $LLY (+14.61%)
• Goldman Sachs $GS (+3.35%)
• Ralph Lauren $RL (+2.39%)
• RenessainceRe $RNR (+1.91%)
• Energy Transfer $ET
• AMETEK $AME (-0.3%)
• Bath & Body $BBWI (+3.7%)
• The Trade Desk $TTD (+3.78%)