AT&T is used as a comparison to highlight how cheap The Trade Desk is, as AT&T is a zero-growth company trading at a more expensive valuation.
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Should You Buy The Trade Desk Stock Before the Huge Investor Update? | TTD Stock Analysis
Jul 25, 2026
The creator discusses The Trade Desk (TTD) stock, which has been disappointing in their portfolio, down 54% year-to-date. They address concerns about senior management turnover and increasing competition from Amazon, which is offering lower fees. Despite these challenges, the creator provides an update on their fair value estimate and discusses the company's revenue growth and position in the digital advertising market.
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Adobe is mentioned as an example of a company undergoing a lengthy CEO search process, which the creator contrasts with The Trade Desk's quicker hiring approach.
The creator is holding The Trade Desk stock despite its 54% year-to-date decline and concerns about management turnover and Amazon's competition, while awaiting an updated fair value estimate.
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