Motley Fool Money This Is When Amazing Companies Are Born
Aug 10, 2022
Tim Beyers, a senior analyst at Motley Fool, discusses the surprising resilience of The Trade Desk amidst tech layoffs and a dip in consumer spending. He also highlights a small, underappreciated company worth investors' attention. Joining him are analysts Jason Moser and Matt Argersinger, who delve into the nuances of share count management, emphasizing how strategic buybacks can significantly impact shareholder value. They also touch on the Inflation Reduction Act and its potential effects on corporate repurchases and dividends.
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Roast Chicken Inflation
- Tim Beyers gives an example of rising food costs: roast chicken prices increased significantly.
- This anecdote highlights the tangible effects of inflation on everyday purchases.
Indirect Impact of Inflation
- Rising food prices impact consumer spending across sectors.
- Cloud infrastructure providers like Datadog see decreased spending from consumer discretionary clients.
The Trade Desk's Advantage
- The Trade Desk thrives by focusing on first-party data for advertising.
- This approach is valuable in a changing advertising landscape where cookies are becoming obsolete.