I find it very sad that the two are continuing. The SPD has learned nothing. Sassken is referred to internally as an industrial accident and yet she is allowed to stay. Rockenroll Klingbeil at the top. The two are partly to blame for the SPD's election result. Sad this lust for power

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The W.

@thewolfofallstreetz

6J·

The Trade Desk: When in doubt, zoom out...

If a share loses more than loses more than 50% of its value in 6 weeks, the fundamentals should look catastrophic, right? Not necessarily.

$TTD (-1,17 %)

Another good example of how detached the share price often is from the operating performance of a company and that shares can halve in value "for no reason" in a very short space of time.

Previously too euphorically driven up - and now the sentiment is so bad that one could assume that the company will no longer exist tomorrow.

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7 Commentaires

Michey777@Michey777

6J

Therefore collected at 50euro and now let it run.

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TheMaverick

@TheMaverick

2Sem.·

$TTD 1° Tranche bought

Numbers are just too good with this company and the dip offers a good entry point.

Trade Desk is not the biggest player in this sector, it has competitors like Google and Amazon.

However the business model is good, they offer a cheaper and more effective solution for small/medium businesses to deliver advertising (65% of trade desk customers have less than a 100 employees) + they own the rights on different algorithms.

Like most software companies Trade Desk has an amazing 80% gross margin + increasing free cash flow YoY.

The whole sector is growing very fast (especially outside USA).

The stock is not as cheap as I wanted to be, but if we consider the growth I am willing to pay a premium price.

Growth is slowing, I know, but we are still talking about a +20% revenue increase QoQ.

To be honest the price was just too high when it was trading over a 100$ per share, now that the optimism has faded it's time for me to enter.

Remember to buy when there is blood on the streets, not when everyone is hyped for a stock.

17.03

Trade Desk

Acheté à 54,53 $US

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M.G

@Shem_sen

2Sem.·

And off we go 🚀

Wish me luck 😂😅

17.03

Trade Desk

Acheté x10 à 49,87 €

498,65 €

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4 Commentaires

Caynify@Caynify

2Sem.

Good growth stock in the long term, in the short term you need strong nerves, slowly there is a bottoming out i guess

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Josh

@Josh_44

2Sem.·

Purchases for next week:

1 Meta Platforms (A)

Meta is investing heavily in AI and the metaverse - an exciting tech giant with solid cash flow after the correction.

2. paypal

Fintech giant with a strong market position in digital payments - currently valued more favorably due to the correction.

3. realty income

Stable dividend payer ("Monthly Dividend Company") from the real estate sector - down due to interest rate concerns, now an attractive entry point.

4. salesforce

Market leader in CRM software with good growth prospects - the correction is pushing the price down to a more interesting level.

5 Shopify (A)

E-commerce enabler with potential to profit from global online trade - more attractive again after setbacks.

6. target

Solid retail company with stable sales - fallen due to economic uncertainties and now valued more excitingly.

7 The Trade Desk (A)

Profiteer of growing digital advertising - currently cheaper due to tech sector correction.

8 Zeta Global Holdings

Growing in data-driven marketing - still a small cap with opportunities due to current valuation weakness.

9 Alphabet (A)

Google parent with strong AI and cloud position - correction offers long-term investors favorable entry opportunities.

10. amazon.com

Market leader in e-commerce and strong in the cloud sector (AWS) - currently more exciting again after declines.

11. ASML

Monopolist in EUV lithography machines for the chip industry - cheaper due to market downturn, but essential in the long term.

12. diageo

Strong consumer goods stock (e.g. spirits) - currently under pressure due to economic concerns, which creates good opportunities for additional buying.

13. HCA Healthcare

Largest private hospital operator in the USA - defensive business model, more interesting valuation after the correction.

14. Lam Research

Important supplier for the semiconductor industry - currently affected by the weak semiconductor market, but enormously important in the long term.

With these words, I wish you a pleasant Sunday evening and a successful week! $META (+1,45 %)
$LRCX (+0,32 %)
$HCA (+1,12 %)
$DGE (-0,71 %)
$ASML (-1,96 %)
$AMZN (-0,68 %)
$GOOGL (+0,65 %)
$ZETA (+0 %)
$TTD (-1,17 %)
$TGT (+0,98 %)
$SHOP (-0,84 %)
$CRM (-0,05 %)
$O (+2,85 %)
$PYPL (+0,9 %)

#etfs
#dividends
#stockanalysis
#aktien
#tech

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9 Commentaires

Paul@paul_finesse_

2Sem.

I would still keep an eye on PayPal at the moment. They are currently at absolute support, which must hold. If they now break below usd 66 on a sustained basis, the share will again have good downside potential. I would therefore wait and see whether we hold the support.

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The W.

@thewolfofallstreetz

2Sem.·

Does The Trade Desk look like a failing business model to you?

The share $TTD (-1,17 %) has been in free fall since the last earnings and is approaching the worst drawdown in its history.

But how are things going operationally?

Sales are still rising strongly, albeit more slowly than in previous years (growth downturn is now being fed through)
Robust gross margins
Rising free cash flows
SBC is high, but showing downward trend (Dec-22 still at 26% of sales, now at 17%)
No debt and >$1.9bn cash
...

Valuation: EV/Gross Profit at the lowest level since 2018

Your opinion: Trap or opportunity?

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9 Commentaires

Jan@Barrd

2Sem.

They have delivered 33 quarters in a row. Now they haven't once and then there's the bad sentiment on top of that. I think this is a good entry point and will place the first tranche.

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MEMO

@MEMO1993

2Sem.·

Question ?

$TTD (-1,17 %) has corrected a lot, would need your opinion about the industry, unfortunately have a little less experience there but what I know that meta and google is a big competition. I also believe that it is difficult to keep up the pace. I would appreciate a little information from anyone who has been following the stock for a while.

Best regards 😘

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8 Commentaires

Memo0606@Memo0606

2Sem.

clear buy in my eyes
unfortunately I bought it too early at 70€

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The W.

@thewolfofallstreetz

2Sem.·

Not the same: Forward P/S ratio of 16 selected tech growth stocks

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (+1,19 %)

Spotify: 14.9% / 5.6x $SPOT (+0 %)

Airbnb: 10.4% / 6.8x $ABNB (-0,28 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (+0,31 %)

The Trade Desk: 19,4% / 11,1x $TTD (-1,17 %)

Fortinet: 14.4% / 11.5x $FTNT (+0,29 %)

Shopify: 22.6% / 11.9x $SHOP (-0,84 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (-0,37 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (-0,57 %)

Crowdstrike: 22.5% / 17.2x $CRWD (-0,56 %)

Cloudflare: 27.2% / 20.9x $NET (-0,97 %)

Palantir: 30.8% / 52.6 $PLTR (-0,43 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

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7 Commentaires

Daniel@RomanGorilla

2Sem.

$RBLX? The games website? Why exactly this one?

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The W.

@thewolfofallstreetz

2Sem.·

The only list you need: The top 25 companies I look out for in the correction process

Airbnb $ABNB (-0,28 %)

Amazon $AMZN (-0,68 %)

Axon $AXON (-0,57 %)

Cadence $CDNS (-0,02 %)

Constellation Software $CSU (-0,68 %)

Costco $COST (+2,29 %)

Crowdstrike $CRWD (-0,56 %)

Fair Isaac $FICO (+1,31 %)

Ferrari $RACE (-0,16 %)

Hermes $RMS (-0,39 %)

Hims & Hers $HIMS (+1,19 %)

Intuit $INTU (+3,61 %)

Intuitive Surgical $ISRG (+0,71 %)

Mastercard $MA (+0 %)

Microsoft $MSFT (-0,62 %)

Moody's $MCO (-0 %)

MSCI $MSCI (+1,85 %)

Palantir $PLTR (-0,43 %)

Robinhood $HOOD (+0,31 %)

Roblox $RBLX

Shopify $SHOP (-0,84 %)

Tesla $TSLA (+0 %)

The Trade Desk $TTD (-1,17 %)

Transdigm $TDG (+0,51 %)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

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113 Commentaires

Nico Uhlig@RealMichaelScott

2Sem.

In principle, the list includes good quality companies. However, my toenails roll up when I see Palantir, Robin Hood and Roblox on the same list as Costco, Mastercard and Microsoft.

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The W.

@thewolfofallstreetz

2Sem.·