Calls
1
u/asymmetricval
Reddit r/ValueInvesting
Win Rate
0.0%
return
-47.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 11
$27.20
-47.2%
Author is buying TTD hand over fist because indiscriminate SaaS/software selling has created an attractive entry despite a weak 2025 and start to 2026. The bull case rests on TTD being the leading neutral demand-side platform for open-internet and connected-TV advertising, with innovations such as the Ventura TV OS, OpenAds for impression deduplication, and Kokai helping advertisers avoid made-for-advertising sites; these could deepen its moat as AI-slop sites multiply. Stated risks are Amazon's competing DSP and the 'Dead Internet' theory reducing open-internet impressions. Trading at ~13x forward PE, or ~20x adjusted for SBC, with 33 consecutive revenue beats and over a decade of 95% customer retention.
AI Software
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u/asymmetricval has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TTD.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
