Cameron Hurst The Trade Desk TTD-Q WAIT Jun 05, 2019

Is is involved in advertising technology. They have 20-30% growth in sales, but you are paying 60 times earnings. He suspects news of greater regulation for privacy will be a tail wind. If the macro economic background becomes negative, this could take a big hit. Keep it on the radar, but not a time to buy.

Cameron Hurst

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A fairly high growth company in the advertising space. Unlike other companies, this is a profitable company. The operating leverage, mix between revenue growth and net income growth, is positive. The valuation is very rich without a dividend payout.

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Cameron Hurst The Trade Desk TTD-Q WAIT Jun 05, 2019

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