What happens to TTD will happen to any high growth stock....
BTW, this is why people often say "dont buy losers"
基本面的变化,最好是顺势而为,能turn around的概率小
如果做趋势,趋势变了就出局,不持有任何下降趋势的股,跌再多也和我无关。
谢谢三心无价的分析总结和娃娃的高见! 我把这股放在观察单里三年了。几次想买都放弃了,主要没感觉到它的独特性革命性龙头地位
建议网友点进上面两个三心的帖子,里面有内容!
实际上,这个公司的revenue & earning growth 虽然慢了,但是增速还是double digit
Yes, rev growth was 30% until 24. In 25, it down to 18%
Earning growth is even lower than revenue growth
看这里,有具体的数据
Yes, they reported 70M CapEx in Q3 .....
Thanks。 I didn't spend time for this company yet.
I'll skip TTD for now as well, there're so many better ones
Sure thing。 :)
他家的TTM EPS diluted 增加145%, 很多公司都没办法做到。
我看到的是这个季度 EPS 10%, revenue 17% growth。也可能我的数据有误
I've been tracking TTD for a quite while, starting from
哈哈,那我要好好去看看了。看了三心同学的摘要。
OK, I will skip one. :)
哦,我在上面一条回答你了。同意你说的,it's a pass :)
主要是以前给的估值太高了,一直按广告龙头算的。股价掉到目前才勉强合理,要是增速继续放缓就惨了。
有点感叹
这么多人不看好,那我应该把他列到watchlist, just kidding
三心三意
2025-12-03 15:36:26What happens to TTD will happen to any high growth stock....