Bear,
Sorry for not staying up to speed on your holdings lately.
Wondering if you are still in TTD and wondering if you can point me to where you may have written about the company (if you have written about them).
Interested in looking at them especially since I hold Criteo and they are in the same biz.
Thanks,
A.J.
Wondering if you are still in TTD and wondering if you can point me to where you may have written about the company (if you have written about them).
AJ,
I haven’t done a write-up or even said anything (as far as I can recall) other than in my monthly write ups. Here’s the last one I did, and it has links to the others.
http://discussion.fool.com/bear39s-portfolio-at-the-end-of-april…
I am still in. Haven’t bought or sold any this month. Earnings come out Thursday.
Good luck,
Bear