The trade desk does sit on a greenfield opportunity. This is an open platform, lots of potential partners to work with,. Lots of business model changes with those partners. There are still questions that the trade desk does need to answer. But as far as i can see, this transition and the investments they are making in solomar are directionally correct. It is leading to revenue growth. I would expect a little bit of volatility here over the next two years.
Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchange fees - Why The Trade Desk is a company in transition
(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.
Stocks discussed: RBLX, TTD, FVRR
Host: Chris Hill Guests: Tim Beyers, Asit Sharma, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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