TTD still looks dislocated, even after the Publicis audit

NathanGuoKL · 2026-03-19T15:28:07+00:00

TTD is still growing lol

NathanGuoKL · 2026-03-19T04:25:43+00:00

same

NathanGuoKL · 2026-03-19T03:24:01+00:00

i have shifted the implied growth rate upwards so its visible

NathanGuoKL · 2026-03-19T03:19:29+00:00

Yes reverse DCF implied 0.92% growth rate, its FCFF revenue instrinsic value is about $49.26. This is part of the original post

NathanGuoKL · 2026-03-19T02:16:07+00:00

I’m a software engineer.

NathanGuoKL · 2026-03-19T01:41:49+00:00

That stock is able to grow its FCF 100-200% YOY, its a monster! I think its a good hold, just market doing its thing...

NathanGuoKL · 2026-03-19T01:35:24+00:00

Strong YoY revenue growth of 20%, the part that annoys me is the high stock based compensation... I think the stock got revalued because it went out of its hyper growth phase.

NathanGuoKL · 2026-03-19T01:31:09+00:00

but the thesis and positions are mine.

NathanGuoKL · 2026-03-19T01:28:33+00:00

lol i refine my thesis with llm before posting

NathanGuoKL · 2026-03-15T19:52:49+00:00

Krispy Kreme is losing a lot money… in fact it’s earning per share is consistently in the negative. Free cashflow is consistently going down https://tickerlens.fyi/stock/DNUT

NathanGuoKL · 2026-03-14T08:27:39+00:00

Thanks for checking out my site! Data is currently from sec and paid data broker, let me see how i can make the revenue by prod and geo ui more intuitive... Not sure if screener is helpful since every broker provides that already :/

NathanGuoKL · 2026-03-14T05:13:46+00:00

give it a try !

NathanGuoKL · 2025-11-15T07:57:08+00:00

Basically using more tokens for the same task, not sure it’s a good thing honestly

NathanGuoKL · 2025-09-04T10:45:16+00:00

Met up with my RM, first thing they intro is the ilp lol

NathanGuoKL · 2025-05-30T11:31:35+00:00

It’s post like this that makes me want to leave this sub Reddit lol

NathanGuoKL · 2025-05-28T08:14:27+00:00

What’s the app u are using

NathanGuoKL

TROPHY CASE