u/Alpphaa

From $140 to $13, you won’t find many companies trading at that kind of discount. You can say whatever you want, but for me, this is an extremely attractive price.

This is a high-quality, profitable company with zero debt, yet the market is pricing it as if the company has gone bankrupt. I see a huge disconnect between price and value.

I’m planning to hold it for at least 3 years because I believe the business will eventually prove the market wrong. Sometimes the biggest returns come from buying quality when everyone else is looking the other way.

Yesterday, I made Trade desk 80% of my portfolio for the long term 5+ years. If you truly know what you own and have conviction in the business, short-term volatility becomes noise. The market can test your patience, but great companies reward investors who think in years, not days.

95% of customers are sticking around, top clients are still growing, and smaller advertisers keep spending more.

Streaming is growing, international business remains strong, and they’ve got over $1B in cash with zero debt.

The CEO put $150M of his own money into the stock.

The Publicis issue is now behind them, and
Publicis is recommending TTD to clients again.

No company grows at the exact same rate every year. Some years will be slower, especially when management is changing strategy, but that doesn’t mean the business is dying. I believe growth will start accelerating again as the new strategy gains traction.

One of the biggest advertising companies in the world trading at these levels is absurd to me.
This is the same company. The same long-term opportunity. Just a much cheaper stock than when it was trading at $140.
The market may have changed its opinion, but the business is still here.
That’s why I’m still holding and buying more.

NFA

I’ve never tried to call the bottom before, but today I am. That was the bottom. Mark my words. If you’re still short, I’d cover now because I believe the opportunity to take profits is disappearing fast.

Hi everyone, I’m resetting my portfolio and want to build a focused 8-stock portfolio with strong long-term upside while still being somewhat diversified.

My main goal is to outperform the S&P 500 consistently over the next 5–10 years. I’m fine with volatility and willing to take some calculated risks for bigger returns.

I’m looking for a mix of high-growth stocks, AI/tech exposure, solid long-term compounders, and maybe 1–2 speculative plays with huge upside potential.

If you had to build the best 8-stock portfolio today to beat the market long term, what would your picks be and why?

Curious to hear everyone’s highest-conviction stocks right now.

Parkev still ranks $TTD as one of the top stocks to buy, and he’s still holding his position and buying more. It’s a good watch I recommend checking it out.

Not bad earnings at all.

People acting like TTD is finished now, but everyone forgets this stock was trading around $140 when Wall Street loved it.

No company grows in a straight line forever. Every business goes through rough periods, slower growth, bad sentiment, and overreactions from the market.

That’s just how stocks work.

When a stock is flying, everyone calls it a genius company. When it drops 50-60%, suddenly people act like it’s trash. We’ve seen this happen so many times before with quality companies.

Personally, I still think the fundamentals are there and the moat is still strong. Nothing has changed long term for me.

I added more shares today.
Now i own 2040 shares

Over time, I think TTD can easily get back to around $55+, and if sentiment turns again like we’ve seen in past cycles, I honestly wouldn’t be shocked to see a 200% move within a year at some point.

The biggest returns usually come when everyone else loses conviction.

Good luck folks.