Jason Moser

Again, I just went back and looked.

I bought in March of 2020.

And it's down 80%.

But yeah, those shared from that point, it's still up about 60%.

So what a crazy ride it's been on, right?

Yeah.

And I will say my thesis going in there was wrong or was naive because I do think the world has changed.

I don't think I mean, this is a massive market and I underappreciated the potential for the Amazons of the world to come in and take some of it.

But I don't think.

But there is still a big market, the trade desk.

Customers are still sticking with them.

I have not been tempted to buy more.

At some point, trading at 10 times earnings, maybe it's time to think about that.

I think the world has changed for them.

I don't think it'll ever be just the market

destroyer that it looked like for a few years there.

But it certainly from here looks like a market beater.

Guys, you want a bold prediction?

I keep thinking with where they are today, who's that big tech company that just seems to buy random unrelated things and make it work and like, wow, it looks genius in hindsight?

LinkedIn, all of those, Microsoft, Trade Desk would be such a great partnership.