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The Trade Desk (TTD US)

$US53.37
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What does Bull and Bear mean?

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bear
Market Matters
bull
MM likes TTD short term targeting ~US$80

OPINION

The Trade Desk (TTD US) US$53.37

This advertising technology stock is extremely volatile and certainly not for the faint-hearted. Having added TTD in the portfolio back in April of 2020 around $US35, we have seen our funds triple and now more than half in the recent tech sell-off. With a market capitalisation of $US26bn – about the same size as Goodman Group (GMG) in Australia,  TTD is not a small business however on an estimated P/E of 61x it is in the growth camp.

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International Equities Portfolio

The MM International Equities Portfolio had a solid week up +1.99% with The Trade Desk (TTD US) adding +20.73% and Glencore (GLEN LN) up by +9.61%. The biggest drag was Apple (AAPL US) which lost -4.41% as the larger cap technology stocks joined the recent sell-off in growth.

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International Equities Portfolio

The MM International Equities Portfolio fell -7.2% during the week with cash remaining at 8%.  Trade Desk (TTD US) was whacked -26% and JD.com -15.6% while Brunswick (BC US) advancing just +0.5% was, unfortunately, the only green across our portfolio. While this portfolio is filled with high-quality companies, a number of these have fallen substantially this year dragging performance with them. In hindsight...

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International Equities Portfolio

The Portfolio was flat during the week while cash sits at 8%. That included a -1.48% influence from the currency, the AUD rallying back up above US75c detracting from performance. The Trade Desk (TTD) US) +6.60% enjoyed funds circulating back into tech and so too did Apple (AAPL US) which put on +4.41%. Commodities pulled back with Glencore (GLEN LSE) down -6.24% to be the biggest drag.  

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International Equities Portfolio

The International Equities had a great week up +8.27%, while cash sits at 9%. A +44.47% rally from Alibaba (BABA US) and a +35% increase in JD.com (JD US) the main drivers, simply huge gains however we also enjoyed a +21.29% increase in The Trade Desk (TTD US) & a 13.15% increase in Glencore (GLEN LSE). Only 2 stocks fell, Barrick Gold (GOLD US) the weakest link down -1.69% however the main detractor...

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International Equities Portfolio

A tough week for the International Equities portfolio falling by 5.51% which was broadly in line with weakness across international markets. Australian equities have outperformed global peers in recent weeks given our skew towards energy & resources versus the US skew towards technology. The Trade desk (TTD US) was the weakest link down by 24.13% while Exxon Mobil (XOM US) advanced by 10.74%.  

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International Equities Portfolio

The MM International Equities Portfolio added 0.29% over the last week, Barrick Gold (GOLD US) +6.03%, The Trade Desk (TTD US) +4.9%  and Freeport-McMoRan (FCX US) +4.11% the standout performers while PayPal (PYPL US) -4.33% and Amazon (AMZN US) -3.38% continue to struggle albeit not in a major way after recent week.

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International Equities Portfolio

The MM International Equities Portfolio had a strong week up +5.46% while cash remains at 4%. The main support from a performance perspective came from an aggressive bounce back in technology with The Trade Desk (TTD US) up 13.82%, PayPal (PYPL US) +11.50% while Exxon Mobil (XOM US) also benefitted from continued strength in energy prices...

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International Equities Portfolio

The MM International Equities Portfolio fell -3.84% during the week while cash remains at 4%. The main headwind on performance primarily came from the technology space, The Trade Desk (TTD) fell -12.23% while Amazon (AMZN US) was off -11.40%, although in the same sector Tencent (700 HK) rallied +5.76% while Barrick Gold (GOLD US) put on +6.47%.

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International Equities Portfolio

The MM International Equities Portfolio fell -2.02% during the week while cash remains at 4%. The main headwind on performance came from The Trade Desk (TTD US) which fell by -16.39% on no specific company news, simply the move out of high value tech. PayPal (PYPL) & Microsoft (MSFT) were also caught up in the move down -8.95% & -3.96% respectively. On the flipside, the resource stocks in this portfolio did well, both BHP and Glencore up more than 6%.

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ACTION

TTD US
UPDATED 18/05/2022 19:02
MM likes TTD short term targeting ~US$80
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TTD US
UPDATED 01/12/2021 16:57
MM is considering trimming our TTD position from 6% to 4%
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TTD US
UPDATED 16/06/2021 13:53
MM are adding to TTD US in the International Equities Portfolio, allocating a further 2% around $US585
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TTD US
UPDATED 27/05/2021 08:10
MM are adding to TTD in the International Equities Portfolio, +2% around $US560
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TTD US
UPDATED 14/04/2021 11:18
MM is considering increasing our TTD position from 4% to 6%
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TTD US
UPDATED 04/03/2021 08:49
MM believes this is a dip to buy in TTD
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TTD US
UPDATED 15/02/2021 08:07
MM remains bullish and long TTD
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TTD US
UPDATED 18/11/2020 15:37
MM is considering trimming TTD ~10% higher.
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Digital advertising software

The Trade Desk (TTD US) operates a software platform that allows for advertisers to buy digital screen time on various formats and devices. It operates a real-time bidding system, providing data about potential readership to potential advertisers.

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The Trade Desk (TTD US)
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Trade Desk (TTD US)
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The Trade Desk (TTD US)
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Trade Desk (TTD US)
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The Trade Desk (TTD US)
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Trade Desk (TTD US)
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Trade Desk Inc (TTD US)
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WATCH
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Video Update: Discussing 3 of our dud stocks & 3 of our winners Recorded 10th November
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