TTD 这一页 4 条观点条目，其中 0 条方向发生变化。
Trade Desk下跌了4点。Trade Desk一直令人失望。我希望看到Ventura更多增长，但这很难。你没有行业，你知道。
Trade Desk down four. Trade desk has been disappointing. I'd like to see Ventura boom more, but uh it's hard. You don't have the industry, you know.
The Trade Desk令人大失所望。在公司于8月6日公布季度财务业绩后，我将其从我的投资组合中移除。我将其从我的顶级股票排名中移除。当我将The Trade Desk从我的顶级买入股票组合中移除时，它已下跌超过63%。
The Trade Desk was a huge disappointment. I removed this one from my portfolio after the company reported quarterly financial results on August 6th. I removed it from my top stock ranking. It was down over 63% when I removed the Trade Desk from my portfolio of top stocks to buy.
所以，我们在大约每股120美元时卖掉了Trade Desk，那是因为我们看到了来自Netflix的危险信号。不幸的是，我的股票算法显示Trade Desk还有更多下行空间。我对其公允价值估计约为4美元，这真的很糟糕。真的非常低。
So, we got rid of Tradeesk at like $120 a share, and it's because we saw a red flag coming from Netflix. Unfortunately, uh my stock Algo has even more downside ahead for Tradeesk. I have this at like a $4 fair value estimate, which is really bad. Like really, really low.
好吧，我直接在这里给你答案。他们的收入增长了3%，而销售成本增加了22%。增长已经崩溃，成本正在爆炸。也许他们可以扭转局面。我希望他们能扭转局面。我有点嫉妒。呃，或者我不应该说我是嫉妒。
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.
