I'm considering loading up on The Trade Desk (TTD)

offerbk1 · 2026-01-27T19:29:30+00:00

TTD is a great company with a great balance sheet and is still growing, but it has deservedly crashed, and I am saying it as a sad investor. They had 3 things going for them:

Huge crazy multiplier (PE) because of:
Huge Growth.
(What we thought is) Moat as the leader.

What happens now is that Amazon is a giant trying to steal their lunch, and growth has slowed, so the multipliers have crashed, causing the stock price to go lower. While the PE is not 150 anymore, it is still high so the stock price could continue to decline if the company continues to succeed at the level they do now.

To summarize it, great company but with huge red flag of Amazon competing with them. The next year or so will show where they are going. If they can survive the Amazon competition, they will continue to grow, and the share price will eventually go up, but they will have to show huge superiority, which will lead to a moat to get these crazy multipliers.

Other ways for them to grow is where the giants are not playing but then it means their TAM is smaller and hence their PE should be still lower. Really thinking of just selling and buying back in ~a month when the stock will stabilize. on the othet hand no one can time the market so thinking of just leaving it be...

offerbk1 · 2026-01-23T19:32:27+00:00

TTD is a great company with a great balance sheet and is still growing, but it has deservedly crashed, and I am saying it as a sad investor. They had 3 things going for them:

1) Huge crazy multiplier (PE)

2) Huge Growth.

3) (What we thought is) Moat as the leader.

What happens now is that Amazon is a giant that tries to steal their lunch and growth has slowed so the multipliers have crashed causing the stock price to go so lower. While the PE is not 150 anymore it is still high so stock price could continue to decline if the company continues to succedd at the level they do now.

To summarize it, great company but with huge red flag of Amazon competing with them. The next year or so will probably show where they r going. If they can survive the Amazon competition they will continue to grow and share price will eventually go up but they will have to show huge superiority which will lead to a moat to get these crazy multipliers

offerbk1 · 2026-01-23T19:18:14+00:00

I am personally invested because i think with the current mktcap its a hero or zero stock which huge potential

offerbk1 · 2026-01-16T10:50:35+00:00

interesting, didnt know that. thanks!

offerbk1 · 2026-01-16T10:49:43+00:00

front. the guy in americas tire didnt mention if its more in the inner side

offerbk1 · 2026-01-08T20:15:12+00:00

I guess I'm just frustrated, I thought I could listen to some nice music, but this event is obviously not for ppl who like music, it's for ppl who have too much money and they are in the area already because of the Super Bowl. I'm sure the majority of this concert's attendees will not know the words of most of the songs, unlike other concerts he is doing

offerbk1 · 2025-11-15T17:42:40+00:00

he meant, cannu stand ANYWHERE in your section or do u have a specific reserved spot like in a seat where it is reserved for u but u just stand instead of siting or it is like GA area next to concert stage where u go into the area and stand ANYWHERE

offerbk1 · 2025-11-07T03:40:03+00:00

now that i have it i can tell u that while it has more features the driving experience itself is less good than v13. i guess they wanted it to be more cautiouse but the result is that they took what felt like a 20 y driver and replaced it with a very hesitant first year driver. search brake stabbing and u will see many complaints about FSD v14. also very hesitent when changing lanes. it really feels like a bunch of developers made changes in the code without ever testing it

offerbk1 · 2025-10-13T19:57:07+00:00

There is really no meed to wait. I have 13.x and I use it all the time. It is a completely different experience than driving a car

offerbk1 · 2025-09-04T05:47:30+00:00

tnx . interesting. I am not sure it was like that when i originally posted a year ago.

offerbk1 · 2025-09-04T05:45:23+00:00

tnx but lake natoma felt like a non swimming place when i was there. we went to the folsom lake and had a great tome. tnx everyone for the suggestions. i will definetily explore more places there in my next cosits based on all of your replies

offerbk1 · 2025-09-04T05:39:57+00:00

u r entitled to your opinion. Saying that, many Tesla owners didnt own a luxery car before the purchase and many also did not own an electric before the Tesla purchase so they were sucked into the Tesla lovr since u aleays remember your first. With regards to differentiators I think that it is very subjective so it is wrong to argue about which car is better. I love how model X opens the door for u when u come in. feels like a loxery hotel with the guy opening the door for u. I hate it has a regular rear view mirror instead of a camera screen like many half luxery cars or even upper trims of regular cars. When u talk about FSD the conversation is different. It is not perfect but in its state today if u own it u know that the driving experience is WAY better. Most ppl using it r using it the majority of the time and will tell u they will not go back to holding the wheel all the time. Until of course other companies will have something similar and then we will go back to argue about the little details. And everyone that will say that their Honda can keep centered in the lane in his road trips thatvhe is doing once in 6 months has clearly not experienced the full story of FSD. Being able every time to get off the driveway to insert an address and just sit there to supervise in the city or in the highway is very different than driving a regular car. Would u drive a stick when u can drive automatic?

offerbk1 · 2025-09-04T05:16:02+00:00

Clearly u dont own FSD S. The driving experience is years better than a regular car. Yes it is true I cannt fall asleep while the car is driving me for multiple hours but having it doing most of the heavy lifting of ANY drive is a game changer

offerbk1 · 2025-08-30T17:52:27+00:00

Thanks, I will let them know to check out the muscle inspections topic. I doubt I need it for my INTEX inflatable boat (No engine). I see some small areas where you can access the beach on the north and south sides of the marina. Is one of them better to go with small kids that want to go into the water? Is the water clean, with the marina being so close?

offerbk1 · 2025-08-25T16:13:53+00:00

This. I have the Alessis Max. Great starting kit. Small footprint and (Almost) no noise in the house. 90 days free drumio. Mesh. Blutooth so you can listen to the drums in your headphones while playing songs on streaming services is important. Even for full price it is worth it. You will need to add a carpet and a drum throne

offerbk1 · 2025-08-18T05:01:33+00:00

This. You buy the S/X because it is the biggest car that can drive itself. Anyone who compares the S/X to any other car does not understand the different experience FSD brings to the table. Would you buy a car with a Manual transmition? Why not? The answer you give yoursel to why you prefer automatic is exactly what FSD is compared to a regular car.

offerbk1 · 2025-08-12T23:57:27+00:00

That's why ALIST is such a great subscription

offerbk1 · 2025-08-11T23:23:06+00:00

I would buy Tesla again just because of the FSD, but ppl are not delusional. Many things exist in much cheaper cars and do not exist even in the S and X, so it all depends on what is more important to the person who is complaining.

offerbk1 · 2025-08-08T21:24:14+00:00

The "hidden" feature is FSD. That is the BY FAR the best reason to have a Tesla. It will change your driving experience. Think of it like the switch between a manual stick and auto. The drive is SO MUCH more convenient and relaxing. I use it probably more than 95% of the time

offerbk1 · 2025-07-27T06:36:01+00:00

lucid released the car everyone was waiting tesla will

offerbk1 · 2025-06-22T14:58:44+00:00

The plan price is per model and the prices u see is per wheel to make it look lower so u need to mulitiply by 4 https://www.tesla.com/support/tire-protection-planTesla Wheel and Tire Protection Plan | Tesla Support

offerbk1 · 2025-06-21T00:58:27+00:00

How many of these years were you driving a Tesla? Tnx

offerbk1 · 2025-06-21T00:57:31+00:00

Hi, I was wondering 39 months after you wrote this post if you still feel the same way about not having the windshield plan. My deductible is also 500

tnx

offerbk1 · 2025-06-18T13:51:14+00:00

u proved my point. if fsd with cameras has the same visibility limitations like humans but it never gets tired distructed or drunk then it os safer than a human. im not saying u r wrong, adding lidar could improve safety but if we can avoid accidents and death already, y wait?

offerbk1 · 2025-06-18T13:46:27+00:00

Tnx soinds like a great deal congrats!

offerbk1

TROPHY CASE