That sounds about right, DreamerDad.
Bear, I would only add that FB had an excellent 1st quarter. If FB is struggling (which I don’t think they are), it has not showed up in FB’s results yet. If more advertising revenue is headed TTD’s way from FB struggles, however, it would first show up in TTD’s Q2 results. Another possible catalyst for TTD if you will.
I really like TTD and its CEO Green. I’m not in it, because I have very large positions in FB and Google and I figure all my money can’t be in online/digital advertising companies. But I readily admit TTD’s upside is much higher. I’m still tempted actually.
Anyway, yes, congrats to all the longs and I would bet on more good days ahead.
Matt
Long FB/GOOGL
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