4 Comments

Always been intrigued by app. Issue has been hard to understand biz. Software side actually seems like wrong name for the biz. Doesn’t seem to be accurate description for it to me. Great article.

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Thanks for the idea and nice write-up. Outside of consensus ests maybe being too low and the company trading at ~26x '24 Adj. EPS / ~21x '25 Adj. EPS vs TTD trading at +50x, what (if any) do you see as the main catalysts here? Any spinoff of gaming, increased buyback, M&A, or corporate action probable over the next 24 months?

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