Sustainable’s Substack | August ‘25 Portfolio Review - Added On Position: The Trade Desk, Inc.
4 months ago
SustainableGrowth
"TTD added to position: 19% Q revenue growth, 14% guidance amid Amazon DSP competition concerns. AI-powered Kookai platform showing results, expected to reaccelerate growth when scaled. Added in low $50s after selling 1/3 at $120s. Fast-moving ad tech space w/ questions on Amazon market share impact."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
Sustainable’s Substack | August ‘25 Portfolio Review - Added On Position: The Trade Desk, Inc.
Source:
SustainableGrowth
Published:
August 31, 2025
Idea Type:
Stock Idea