$TTD Trade Desk Tape Reports
Per Ticker.id: $TTD Trade Desk Tape Reports — 16 podcast mentions across 4 podcasts (30 days), latest 2026-08-18 17:53 UTC.
Well, I was closer to wanting to invest before earnings. I got to say that, but even then, and this sort of goes back to the learnings that we discussed in our biggest loser episodes. Palantir's outcome is almost completely dependent on its top line growth. And one thing that I like to do when I look at companies that are growing rapidly and everything looks great at the surface is that I come up with a scenario in my head, which basically goes like this. So I would assume the next earnings report is coming out and then growth is cut in half from what people are expecting. So let's assume, you know, Karp's outcome, 150% growth. Now suddenly you only get 75%. Would I think I'm confident enough to be able to figure out and explain why the company grew significantly slower than people anticipated. I think, for example, if you would've looked at Lululemon's growth slowing down, it wouldn't have been that difficult to figure out why. In the end, they sell less clothing and you know, the reasons for that are quite straightforward. Either you have customers going to a competitor or there's a recession and every brand has problems selling their clothing. If you think about, you know, payment companies, It's a bit less straightforward. It's also about, you know, competition or macro, but it's not as easy to track which one is actually the answer because getting the data is a bit more difficult, but still you can do it. And then there's a company like The Trade Desk where I have absolutely no clue why the top line growth is declining, and I also have no clue where the bottom would be. And I think if I'm being honest with myself, Palantir has to fall into that category. I think when the business is doing great and it's growing, Everyone has this illusion of knowing and understanding why it's going so great. But if that was suddenly changing, I'm just not sure how many would still claim to understand the business that well. I think the entire story here comes down to, does it make sense for me and do I fully understand the technology behind it? And the honest answer is no. And just to make it clear, I feel like you don't need to understand everything.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27At least not today. I think it's one of those where, for example, with The Trade Desk, I just felt like it's very difficult to understand and maybe there's also not a reason to do so because the stock is not, or the company is not doing that well. I think if Palantir keeps chugging along like this and we have some people, especially in our Mastermind community, that will most likely understand this business much better than the two of us do. So I could see myself with, you know, a couple of talks, understanding the business a bit better, Seeing even more proof of what they do, even better understanding what the ontology means and whether that is actually copyable for other competitors. I think all of that means I could have it on a watch list and at the right price and especially the right understanding of me and the company, I could see us investing in it generally. I wouldn't say that it's a stock that I would never put money in. It's primarily about how well do I understand the stock right now and also where's it trading. Again, even at $130, which was, you know, the price before earnings, I think it was not cheap, but it was kind of reasonable if you believe in the growth. I think today a lot of that opportunity is basically gone. And you know, if you see the stock below $100 and nothing changes, count me in and I would be way more interested to kind of say it with Buffett in terms of, you know, your philosophy of speculation and investing. Buffett said, quote, the line separating investment and speculation, which is never bright and clear, becomes blurred further when most market participants have recently enjoyed Triumphs. Nothing sedates rationality like large doses of effortless money. And I would say that you have a lot of people in Palantir who made a lot of money, and I'm glad for all of them, but many of them might not understand the stock to at least the extent that the two of us would want to understand the stock when we invest. Again, it's up 2,400% from the 2023 lows. So it's only natural that some people are okay with some blind spots in their thesis.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Trading at Schwab is now powered by Ameritrade, giving you even more specialized support than ever before, like access to the Trade Desk, our team of passionate traders ready to tackle anything from the most complex trading questions to a simple strategy gut check. Need assistance? No problem. Get 24/7 professional answers and live help and access support by phone, email, and in-platform chat. That's how Schwab is here for you, to help you trade brilliantly. Learn more at schwab.com/trading.
Speaker E — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26That's where the buzz is right now. Yeah, I don't. I loved your conversation because I have the same on the trading desk every day. I still write all of my work. I find that the actual writing helps me think. I think my analysis improves as a result of that. So, you know, call me luddite. I'm not necessarily willing to allow it to write my analysis. But, you know, Stanley Druckenmiller has all the street cred that is needed. And it's fine that, that he uses AI.
Marvin Loh — Bloomberg Surveillance · Bloomberg Surveillance TV: August 26th, 2026 · 2026-08-26Trading at Schwab is now powered by Ameritrade, giving you even more specialized support than ever before, like access to The Trade Desk, our team of passionate traders ready to tackle anything from the most complex trading questions to a simple strategy gut check. Need assistance? No problem. Get 24/7 professional answers and live help, and access support by phone, email, and in-platform chat. That's how Schwab is here for you, to help you trade brilliantly. Learn more at schwab.com/trading.
Speaker E — Motley Fool Hidden Gems Investing · 1 Earnings Report That Could Move the Market · 2026-08-24Trading at Schwab is now powered by Ameritrade, giving you even more specialized support than ever before, like access to The Trade Desk, our team of passionate traders ready to tackle anything from the most complex trading questions to a simple strategy gut check. Need assistance? No problem. Get 24/7 professional answers and live help and access support by phone, email, and in-platform chat. That's how Schwab is here for you to help you trade brilliantly. Learn more at schwab.com/trading.
Speaker C — Motley Fool Hidden Gems Investing · America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution · 2026-08-23Trading at Schwab is now powered by Ameritrade, giving you even more specialized support than ever before, like access to the Trade Desk, our team of passionate traders ready to tackle anything from the most complex trading questions to a simple strategy gut check. Need assistance? No problem. Get 24/7 professional answers and live help and access support You can get support by phone, email, and in-platform chat. That's how Schwab is here for you, to help you trade brilliantly. Learn more at schwab.com/trading.
Jim Gillies — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21And now it's time for Patrick and Maciel to take over with our Macro Voices trading desk. Patrick, where's the trade?
Erik Townsend — Macro Voices · MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028 · 2026-08-20