"…Tom just gave the green light to a company only 1/200th the size of Facebook and 1/300th the size of Google…
"… but growing revenues 2X faster than either of these ‘can’t beat’ companies!
"And how is this company doing it? - By dominating a little-known niche of the advertising world.
“…shares are already up over 69% in the past six months!”
I don;t expect someone with a subscription to answer the question, but it’s fun to guess these things. I enjoy this website, which does a lot of this for all kinds of stock advice services:
The services invite this kind of thing with their hype, their over-use of exclamation points, and their hints of even 10 year-olds being able to retire on the profits from their recommendations.
By dominating a little-known niche of the advertising world.
Hubspot isn’t really in advertising. I’d bet on The Trade Desk, based on your quotes from the ad.
Hubspot isn’t really in advertising. I’d bet on The Trade Desk, based on your quotes from the ad
I’d agree with TTD as well. But here’s where I don’t agree.
By dominating a little-known niche of the advertising world
What “little known niche” is TTD dominating? Programmatic advertising? That’s hardly little known.
What TTD does that is different is in its business philosophy. TTD predominantly sells to ad agencies and only acts on the demand side of the equation.
Maybe the little known niche was programmatic ads for TV. Maybe, but it’s too early for anyone to be dominating. Google just officially entered th race. It is good to see TTD focusing on Asia where FB/Google don’t dominate everything on the web.
I didn’t read the MF piece. I own TTD and am optimistic, but we should also understand the potential for the company to fail. They have posted great numbers recently and are making some noise. Let’s see how it plays out.