7 Comments
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SR's avatar

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.

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Daan | InvestInsights's avatar

Definitely! Will keep an eye on it.

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Max Drolet's avatar

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!

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Daan | InvestInsights's avatar

Yeah, I share that sentiment. Thanks!!

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ACSterling's avatar

In Jeff, we trust

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DIY Investor's avatar

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+%.

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Daan | InvestInsights's avatar

Thank you!! Let's hope for even better entry points!

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