So I sold all my Trade Desk (TTD) shares in the last two weeks and wanted to share some of my thinking/reasons:
Niki, I have to tell you that I thought that that was a brilliant post. You not only analyzed your own feelings but you discussed clearly what the problems were with the CEO, with the company, and with its place in the market, as you saw them. That’s a tremendous benefit to other investors on the board, even if some may not agree with all your points. (I agree with you on 1, 3, and 4, by the way, and don’t know enough about 2 to make an intelligent decision, but I certainly have no regrets about exiting when I did, and sticking with high confidence companies).
Thanks again,
Saul