Aug. 21 at 3:19 PM
$TTD Just dipped my toe in here. This valuation is becoming more and more attractive. I think that the market is not be giving enough credit to the fact they ended 2Q with
$1.485 billion in cash and short term investments, generated
$545 million of operating cash flow in the first half and have essentially no traditional debt. The other thing I like is that they are already demonstrating willingness to allocate capital. They repurchased
$241MLN of stock in the first 6 months of 2026, including
$78MLN in 2Q, with another
$269M authorized.
One right Move and this could soar imo. if they execute even just 1 good acquisition, the narrative can change very quickly.
$APP $MGNI $ZETA
