GBA Presents: RADIO SAVANT-!

--Unfortunately for Atlassian stock holders, stock based compensation has been incredibly high, reaching $637 million in the trailing twelve months. This would erase most of the free cash flow generated by the company for the last year if subtracted.

--the price/earnings ratio, which even the forward P/E remains in the triple digits at ~121x. :D

Trade Desk remains a highly competitive player in the programmatic advertising space driven by steadily increasing CTV viewership. While markets were initially disappointed by Netflix's decision, Trade Desk has proven to be a valuable partner to major streaming players such as Disney. The retail media side of the business is also picking up steam (analysis here) with recently announced partnerships with Albertsons (ACI) following earlier deals with Walmart (WMT) and Walgreens (WBA). UID2 has been gaining significant traction with support from publishers, SSPs and data partners. Lastly, the new OpenPath initiative provides advertisers with direct access to publisher inventory right from the Trade Desk platform. While valuation remains a source of risk at 40x NTM earnings, it is reasonably close to the March 2020 low of 36.5x. With the forward multiple being drastically de-rated from 127x in November 2021 to 40x today.



>> Van TTD is a far superior company and shouldn't be lumped in with a POS like Team Atlassian? TTD is at 40X forward PE.

Team Atlassian 121.<--------

End of conversation.
 
stonedinvestor said:
--Unfortunately for Atlassian stock holders, stock based compensation has been incredibly high, reaching $637 million in the trailing twelve months. This would erase most of the free cash flow generated by the company for the last year if subtracted.

--the price/earnings ratio, which even the forward P/E remains in the triple digits at ~121x. :D

Trade Desk remains a highly competitive player in the programmatic advertising space driven by steadily increasing CTV viewership. While markets were initially disappointed by Netflix's decision, Trade Desk has proven to be a valuable partner to major streaming players such as Disney. The retail media side of the business is also picking up steam (analysis here) with recently announced partnerships with Albertsons (ACI) following earlier deals with Walmart (WMT) and Walgreens (WBA). UID2 has been gaining significant traction with support from publishers, SSPs and data partners. Lastly, the new OpenPath initiative provides advertisers with direct access to publisher inventory right from the Trade Desk platform. While valuation remains a source of risk at 40x NTM earnings, it is reasonably close to the March 2020 low of 36.5x. With the forward multiple being drastically de-rated from 127x in November 2021 to 40x today.



>> Van TTD is a far superior company and shouldn't be lumped in with a POS like Team Atlassian? TTD is at 40X forward PE.

Team Atlassian 121.<--------

End of conversation.
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PEOPLE PAY MORE FOR QUALITY STOCKS. HENCE THE HIGHER PE.
 
stonedinvestor said:
Why the heck did you literally scream at me to pull the name? Told me 3X and not nicely.

Quite honestly I look a bit flaky to the HF // I am a buy and hold guy at least for a reporting cycle!
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It's a good stock. You wanna preserve capital, I gave you a great stock. HF should send me a present.
When did I scream to sell it.
I said I closed it. But thats just me. Its still a solid stock.
 
stonedinvestor said:
PEOPLE PAY MORE FOR QUALITY STOCKS. HENCE THE HIGHER PE.

ahhh no. Little trick take EPS growth rate and make sure your PE is below.
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PEG ratios are higher on quality stocks.
Divide pe buy projected growth.

Use EV to Ebitda
Use the rule of 40.
Thats what the pros use Stoney
 
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