First - incredible research, insight, due diligence, some of the best I have read on adtech.
Please don't take this as a negative..... but
Why were you so certain TTD would miss Q2 and FY 2022 earnings? Have you changed your opinion?
Why (from last few videos) is Rocco so convinced TTD is so over valued and CRTO is under valued - when over the last 10 years CRTO has pretty much executed poorly in almost every challenge while TTD has grown their business through all the same challenges.
Why / how has CRTO done anything to make you think they can start growing their business / better competing with the likes of TTD?
First - incredible research, insight, due diligence, some of the best I have read on adtech.
Please don't take this as a negative..... but
Why were you so certain TTD would miss Q2 and FY 2022 earnings? Have you changed your opinion?
Why (from last few videos) is Rocco so convinced TTD is so over valued and CRTO is under valued - when over the last 10 years CRTO has pretty much executed poorly in almost every challenge while TTD has grown their business through all the same challenges.
Why / how has CRTO done anything to make you think they can start growing their business / better competing with the likes of TTD?