One stock feeling the full brunt of selling overnight was The Trade Desk (TTD US) which has been the leading stock in our international equities portfolio up multiples of our entry price, the ~12% decline overnight highlighting how influential yields are on previously hot momentum type stocks.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 15th August – Dow off -11pts, SPI up +8pts
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Thursday 14th August – ASX +66pts, WBC, TLS, PME
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MM believes this is a dip to buy in TTD
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Buy Hold Sell: The best and worst performers of FY25
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