The trade desk has generated roughly 316 million in cash from operations. But they've used 337 million roughly to buy back shares. If 2024 is a massive title wave of opportunity for the trade desk, why isn't it reinvesting that money? It doesn't make much sense to me.
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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