“how come he didn’t add more to TTD?” TTD always seems to be the stock that people doubt, and then the ER hits and they love it again, and then over the next 3 months doubt creeps back in.
Yep, Dreamer Dad, the doubt creeps back in. It’s an advertising stock after all, so doubt should creep back in. It’s, by definition almost, MUCH more risky than a SaaS company.
Best,
Saul