I’m so frustrated TTD

u/Souf_Mystery · Reddit — r/ValueInvesting · 06 августа 2026, 21:49 · ⬆ 15 очк. · 💬 96 комментариев  | Открыть на Reddit ↗
AI-резюме
=== SUMMARY === - Author is venting frustration after attempting an earnings swing trade on TTD and losing money. - No real investment thesis or valuation analysis is provided; the post is mainly a request for better investment idea sources. - Quality assessment: Noise/emotional venting, not well-researched DD or a coherent value investing thesis. === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post. === COMMENTS SUMMARY === Top comments largely criticize the author for gambling on earnings, with the main advice being to avoid swing trading around earnings reports. One commenter defends a long-term TTD position entered near $22, citing JBP growth and reasonable cash flow, while another argues TTD is an overvalued speculative stock with 3% sales growth at ~20x P/E, potentially falling to mid-single digits. Overall, the community is split on TTD’s fundamental outlook but united against earnings gambling.
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