Great post! I think 12% CAGR is not enough when taking the risk of multiple compression or another bad quarter. I will need more downside protection for my personal taste. Still a great company and the clear leader in its field. Thanks!
Informative post! Thanks, Daan! I always wanted to own some TTD but kept passing on due to its high valuation. I have a feeling that there will be more multiple compression while the company keeps growing 20+%.
It's a very interesting business but as you said "Valuation matters". It would be good to have it in the radar for future possible corrections.
Thanks.
Definitely! Will keep an eye on it.
Great post! I think 12% CAGR is not enough when taking the risk of multiple compression or another bad quarter. I will need more downside protection for my personal taste. Still a great company and the clear leader in its field. Thanks!
Yeah, I share that sentiment. Thanks!!
In Jeff, we trust
Informative post! Thanks, Daan! I always wanted to own some TTD but kept passing on due to its high valuation. I have a feeling that there will be more multiple compression while the company keeps growing 20+%.
Thank you!! Let's hope for even better entry points!