GBA Presents: RADIO SAVANT-!

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  • Needham analyst Laura Martin reiterated a Buy on The Trade Desk, Inc (NASDAQ: TTD) and a $65 price target.

  • Yesterday, TTD laid out its strong competitive position, accelerating growth drivers, and rising barriers to entry in a 4-hour presentation to a packed room in NYC.

  • TTD reiterated its long-term 40% EBITDA goal but did not add new 2022 or 2023 financial targets.

  • Their primary focus was Open Internet ad growth drivers and TTD's strategic position within that context.

  • Despite its material valuation premium, the analyst reiterated the Buy rating on TTD owing to its much more substantial relative revenue and FCF growth estimates for 2H22.

  • She believes that the most significant mobile Walled Gardens like Meta Platforms Inc (NASDAQ: META), Snap Inc (NYSE: SNAP), Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) YouTube are losing their share of the Open Internet, driven by the shift from mobile toward Connected TVs. This shift from mobile to CTV ads accelerated during COVID lockdowns and due to Apple Inc's (NASDAQ: AAPL) iOS privacy changes.

  • The analyst estimates TTD as the largest demand-side platform in the "Open Internet," with $10 billion of total ad spending crossing its platform in 2023. This will represent about 20% of the $50 billion Open Internet ad spending in 2023.

  • TTD's new data marketplace in its Solimar upgrade helps ad agencies determine how to best spend ad dollars for the highest ROAS.

  • TTD is data-driven, and as ad budgets rebound post-recession in the EU and potentially the U.S., advertising ROAS will become more sharply in focus. Any ad campaign executed on TTD's platform can quickly calculate the ROAS of every ad buy on every media channel in real time.
 
I think Putin will be fed poison this weekend.

Check this hard to follow vid out-

The Russians don't have night vision with their basic troops... can you imagine the terror of facing an enemy at night with them having night vision and you not...

At some point someone in the Army has take control-- call an end to the special operation and bring soldiers home. The population is starting to figure it out.
 
This Clearside is showing signs of stability.> Worth looking more into-

Clearside Biomedical, Inc. (CLSD)
NasdaqGM - NasdaqGM Real Time Price.
1.3400-0.0100 (-0.74%)
At close: 04:00PM EDT
 
Putin has said it was a truck bomb. But listen to the car dash cam in this tape-- that sounds like an incoming missal. And that would either be longer range than Putin wants to admit and or tell his public OR fired from a lot closer than he would like!

 
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