The Trade Desk: Sandbag, Beat, Disappoint, Repeat

While The Trade Desk (NASDAQ: TTD ) is an investor favorite and an extremely strong company, its post-COVID valuation has left the stock treading water for a number of years. In particular, the company continues to go through periods of excessive investorRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identif ...