May. 31 at 11:41 PM
$TTD Top 3 beaten down names I am watching. Strong franchises knocked down by sentiment, not broken businesses.
$TTD ~
$22, down about 77% from highs, on the 52 week low. Still the dominant independent ad platform, profitable at ~13x,
$1.4B cash, fresh
$350M buyback. Max upside swing. Be patient, be early.
$BSX ~
$50, 2yr low after a guidance cut on an earnings BEAT. Low beta med device leader and insiders are buying the dip. Best risk adjusted of the three. High floor.
$ZTS ~
$81, near monopoly in animal health, down ~31% in a month on an earnings reaction. Quality compounder on sale. Slower grind back but durable.
TTD for the upside, BSX for the floor, ZTS for the sleep at night. Insiders buying BSX is the tell I weight most.
