For investors in TTD, CRTO, and other ad co'

https://www.bloomberg.com/news/features/2018-05-10/inside-th…

Inside the Brotherhood of the Ad Blockers
For the advertising industry, ad blocking is an existential crisis. For the Pi-hole community, it’s a sport.

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And since this article came out 2Q18 TTD has grown revenue about 90% and Non GAAP earnings 179%. Current growth rate “only” 42%. I think this speaks to the ad market rising faster than “blockers” and TTD’s position as a neutral platform helping brands and ad agencies. CTV ad spend has increased 38% 2019 and will double by 2023 according to this…

https://seekingalpha.com/article/4311973-why-i-own-trade-des…

CRTO hasn’t done so well sinking to single digit growth because they didn’t change from ad retargeting (dependence on cookies) fast enough and didn’t have a demand-side platform or enter the CTV race soon enough.

TTD (yesterday at $250) was in the 40%+ growth cohort at EV/S forward ~17X. Someone correct me if I’m wrong. So the market (changing on a whim lately) believes TTD’s 40% growth story.

Joe
Community Fool - Ticker Guide CRTO, and others, owner TTD (my #1 after the fall of ANET - still own that too)
click link for my profile & holdings
http://my.fool.com/profile/CMFJambo/info.aspx

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