2024-04-14 08:41:06 ET
Summary
- The Trade Desk leads in digital ad access but faces innovation risks in ML and deep learning; therefore, its long-term value is uncertain.
- It has a strong market position amidst fierce competition, especially from CTV-focused Roku with end-to-end control.
- I believe its valuation is potentially fair, and I admire the organization greatly, despite what I believe to be formidable near-term risks in technological change.
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The Trade Desk's Moat Is Wide, But Also Vulnerable To Attack