Trade Desk Deep Dive: Best Ad-Tech Stock?

Shawn and Daniel explore The Trade Desk (TTD), a leading digital advertising platform helping ad buyers maximize value across the “Open Internet.”

What you’ll learn here:
00:00:00 - Intro
00:04:38 - What is TTD’s niche in programmatic digital advertising
00:11:58 - Who are the major players in the digital advertising landscape
00:12:16 - How advertising across the internet has evolved over time
00:31:36 - What is the “Open Internet” and how it differs from “Walled Gardens”
00:36:42 - Why TTD has built its own alternative to 3rd‑party cookies
00:45:22 - What needs to happen to realize TTD’s vision for the future of programmatic advertising
01:05:27 - Why regulators are taking action against Google’s ad management unit, and how TTD could benefit from that
01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio

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