I’m interested in The Trade Desk; of course, it helps that the stock price has dropped, but at the same time, it’s also a bit concerning. 
In the first half of last year, the company gave weak guidance and warned of slowing growth; additionally, Amazon’s push into the world of advertising platforms drove the stock price even lower.
On the other hand, according to the bulls, TTD is dirt cheap when you factor in customer retention, a cash position that provides security and opportunities, and the fact that the company operates in a growing industry.
The hyped AI-based Kokai platform helps advertisers optimize their purchases, meaning advertisers save money thanks to lower costs and get the right kind of visibility. The company is also investing in its own identity system, which positions it as an independent player… Google and Amazon, on the other hand, are more closed off. 
In the long run, some believe in TTD’s transparency and market leadership. Apparently, it’s a handy tool (I wouldn’t know); they supposedly have efficient real-time auctions, and through TTD, you get visibility across various channels…
Many are wary of the giants that own their own content, unlike TTD, which acts as a “neutral intermediary” focusing—at least according to the company and its fans—on championing advertisers’ interests in the “open internet.”
The company’s revenue model is largely based on service fees derived from the “ad spend” flowing through the platform.
The tweets above feature charts and graphs along with quarterly figures. Looking directly at the numbers, you can’t exactly call it cheap, but on the other hand, is it expensive relative to its potential? Only God knows, but let’s see how it plays out…
https://www.investing.com/equities/trade-desk-inc
I’m interested in this; I’m especially keen on bearish takes, and I’d also love to hear from any “number crunchers” who are familiar with the company. Thanks in advance!