thanks for posting this, Denny
I spent some time reading up on TTD on a couple boards of the MF services that have recommended them and decided to take the plunge and bought my first (1.5%) position in TTD today.
The past couple of months I hadn’t been buying into too many new companies, mostly concentrating more and more of my portfolio around the companies where I have the highest conviction, and paring down some of the ones where the story hasn’t played out the way I expected. Just bought into ANET recently and now TTD.
Looking forward to following this story for years to come
-mekong