The advertising technology company reported a poor quarterly and the stock has fallen sharply – more than halving from ~$US140 to this mornings close of $US62. Digital advertising remains the future, and we are confident that one soft quarter has not broken the TTD model. This recent weakness represents a buying opportunity, irrespective of the macro backdrop.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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MM is bullish TTD US ~$62
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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