In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].
You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.
Company: The Trade Desk (aka Trade Desk and TTD in this writeup)
Ticker: (TTD)
Website: TheTradeDesk.com
IPO date: September 21, 2016
IPO price: $28.75
Current stock price: $63.94
Outstanding shares: 489 million
52 week high: $114.09 on November 17, 2021
52 week low: $39.00 on July 14, 2022
Market cap: $31.3 billion
Enterprise value: $30.4 billion
Headquarters: Venture, California, United States
Number of employees: 2000+
Average price target from analysts: $77.16
Investor Relations [click here]
Q2 2022 Earnings Report [click here]
Q2 2022 Earnings Call Webcast [click here]
Q2 2022 Earnings Call Transcript [click here]
Q2 2022 Earnings Call Presentation [click here]
Outline
Introduction
Company Background
Opportunity
Technology
Business Model
Customers
Competitive Advantages
Management
Culture
Financials
Key Metrics
Risks
Ownership
Valuation
Investment Model
Analysts
Technicals
Conclusion