Hi Ant,
Nice post. I have owned CRTO for a while and I have been meaning to ask this board about their thoughts on CRTO and TTD. They seem to be similar companies and both growing very well, CRTO is growing a little slower but are a much bigger company and thus I am not sure it is totally fair. They also are both not only go rowing earnings rapidly, but also are showing earnings which TTD are not yet showing.
I know Saul owned this a while ago and sold because he wasn’t comfortable with it. It seemed to me(from the outside) that he sold partly because the stock price wasn’t moving. The earnings growth has continued since and the growth to PE is actually pretty good and much better than it was a couple years ago… any thoughts here from those who own the TTD and a comparison with CRTO.
Randy
Long CRTO and have thought about buying TTD but have a tough time seeing a better value than CRTO, so I haven’t moved on TTD yet…