《Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now?》
TTD是一项“太难”的投资，因为广告科技动态复杂且增长放缓（从28%降至12%），所以即使当前估值较低，我也不会买入。
你已经知道我说的是哪家公司了吗？哦，我知道。我知道。你肯定说的是 The Trade Desk。而且我很高兴我们没有买那家。我仍然记得在我们周日发布那期节目后的下一个交易日，它下跌了 40%。
虽然我们当时因为现在看来是正确的理由而决定不买，但可以肯定地说，没有人预料到会下跌得这么厉害。我当然没想到它会从高点下跌 80%。
Do you already have an idea of what company I'm talking about? Oh, I do. I do. You got to be talking about Trade Desk. And uh I'm very glad we didn't buy that one. I still remember when it dropped 40% in literally the next trading day after we published the episode on a Sunday. And while we decided against it for what we now know were seemingly the right reasons, it's definitely fair to say that no one expected such a sharp decline. I certainly didn't imagine that it would fall 80% from its highs.