Investment Review day 26 of 50: The Trade Desk $TTD
The Trade Desk is a major player in the world of programmatic advertising, placing the right ads in the right place — on websites, into podcasts, or within streaming television shows — and maximizing the chances of the viewer taking an action to convert into a paying customer. The company specializes in building platforms that automate the buying and selling of ad space online, using real-time data to personalize ad delivery for users.
Things very recently got interesting. Magnite $MGNI is another big name in programmatic advertising, and they often act as a seller of ad inventory, representing publishers like Disney $DIS. Recently, Disney announced that they’re adopting The Trade Desk’s openpath offering. Openpath allows advertisers to buy ad space directly from publishers, bypassing companies like Magnite. This is a significant win for The Trade Desk, and it suggests a potential shift in the programmatic advertising landscape.
It’s too early to say for sure, but this could be a sign that more publishers are looking to streamline the ad sales process and take a bigger cut of revenue by working directly with advertisers.
So today, I just own a 2.5% position in The Trade Desk, plus a smaller holding in PubMatic $PUBM, which should be a little more resilient, as it caters to smaller publishers that likely don’t have the resources or scale to make use of openpath. What are your thoughts on this adtech investing basket?
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I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share the full portfolio! Follow me and let’s learn together! #StockAnalysis #50daychallenge #openpath #programmaticadvertising #SSP #DSP
