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ttd 今年跌残了。不知为什么这么衰!

底线清晰 2025-12-03 14:37:55 ( reads)

跟帖(23)

三心三意

2025-12-03 15:36:26

What happens to TTD will happen to any high growth stock....

三心三意

2025-12-03 15:46:17

BTW, this is why people often say "dont buy losers"

GandalfOld

2025-12-03 17:28:35

基本面的变化,最好是顺势而为,能turn around的概率小

我是一只井底蛙

2025-12-03 15:55:10

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。

底线清晰

2025-12-03 16:53:26

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

底线清晰

2025-12-03 17:04:57

建议网友点进上面两个三心的帖子,里面有内容!

bogbog

2025-12-03 17:28:50

实际上,这个公司的revenue & earning growth 虽然慢了,但是增速还是double digit

三心三意

2025-12-03 17:38:24

Yes, rev growth was 30% until 24. In 25, it down to 18%

薄利多收

2025-12-03 17:51:10

Earning growth is even lower than revenue growth

三心三意

2025-12-03 18:04:50

看这里,有具体的数据

三心三意

2025-12-03 18:07:00

Yes, they reported 70M CapEx in Q3 .....

薄利多收

2025-12-03 18:10:49

Thanks。 I didn't spend time for this company yet.

晓炎

2025-12-03 18:15:35

I'll skip TTD for now as well, there're so many better ones

薄利多收

2025-12-03 18:33:22

Sure thing。 :)

bogbog

2025-12-03 17:48:51

他家的TTM EPS diluted 增加145%, 很多公司都没办法做到。

薄利多收

2025-12-03 17:53:11

我看到的是这个季度 EPS 10%, revenue 17% growth。也可能我的数据有误

晓炎

2025-12-03 18:12:16

I've been tracking TTD for a quite while, starting from

薄利多收

2025-12-03 18:15:38

哈哈,那我要好好去看看了。看了三心同学的摘要。

薄利多收

2025-12-03 18:16:55

OK, I will skip one. :)

晓炎

2025-12-03 18:17:25

哦,我在上面一条回答你了。同意你说的,it's a pass :)

GandalfOld

2025-12-03 17:54:07

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。

Laoxisi

2025-12-04 04:47:26

有点感叹

bogbog

2025-12-04 08:30:21

这么多人不看好,那我应该把他列到watchlist, just kidding