Assuming you abandoned it too, how did that turn out for ya? If not, is your point that you still hold TTD and think it’s a good call?
Make your case, man.
Hey Raptor:
I first bought TTD in May 2017 for $38.83. You were probably invested in TTD well before that I presume?
I sold all shares in August 2019 for $252…that would be a 6 multiple.
That is how it turned out.
Since most of my assets are in taxable accounts, I will have paid the capital gains for 2019 sale come April.
I did reallocate all that money to ROKU at $274…now trades for $327…a gain of 20%.
But as to the original post…few, other than 12X, seem to get the prevailing issue when comparing the 2 stocks revenue decelerating growth rates. Another example might be, why did Saul trade out of SHOP because of what he viewed as massive revenue slowdown…that stock took off since then. TTD hasn’t been pummeled by its slowdown but ZS has.
Point is…without using the retrospectascope….could you tell the difference between a SHOP with massive revenue growth slowdown and a ZS with the same???
Rather than clutter this board with this thread, I will just leave it at that and suggest this thread end and won’t respond here further.
Best:
Duma