Q: Tradedesk was hammered after its earnings, and IAS saw a positive uptick after its earnings. What is the outlook for each company. I own both and thinking of consolidating the 2 holdings into one holding. What are your thoughts.

Q: Someone at 5i has held IAS in the past, and with the sudden drop last week, I was wondering if it was still a holding? Analysts still seem to like the company, do you still like its prospects? I asked this question last week, but have not received a response.
Matthew