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Alphabet Inc. (GOOG $206.72)
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Salesforce Inc. (CRM $248.29)
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Eli Lilly and Company (LLY $711.68)
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UnitedHealth Group Incorporated (DE) (UNH $307.42)
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The Trade Desk Inc. (TTD $53.20)
Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.
Thank you.
Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.
However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).
My question is as follows:
Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?
In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you
However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).
My question is as follows:
Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?
In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you
Q: Hi 5i
Sezl down 43% this morning...How would you view sezl going forward ...would you continue to hold is and is this just part of the volatility risk?
Just to be clear regarding your answer to michaels question regarding TTDs massive decline this morning....you say "we would not HOLD"..... ie so you mean you would be sellers?
thx
Sezl down 43% this morning...How would you view sezl going forward ...would you continue to hold is and is this just part of the volatility risk?
Just to be clear regarding your answer to michaels question regarding TTDs massive decline this morning....you say "we would not HOLD"..... ie so you mean you would be sellers?
thx