Toggle navigation
TWunroll
TWunroll
faq
Contact US
Christian Reshoeft
reshoftc
With $TTD earnings coming up next week, a reminder of why it's my pick for the next decade.1. TAM is huge and growing. $TTD estimates $1 trillion in Ad Spend
Read more
(Thread) Why do I own individual stocks?Thesis:1. The digitalization of our world is 10% complete. 2. This megatrend will continue for at least another decade.3. If you enjoy spending your
Read more
My high-level investment thesis on The Trade Desk $TTDStill applies now as it did back then.1. TAM is huge and growing. $TTD estimates $1 trillion in Ad Spend by 2027,
Read more
Recently I picked $SQ as the company that excites me the most. My one pick for the next 10 years would be a different company, $TTD.In 10 years, looking back,
Read more
Which company in your portfolio excites you the most. I've come to the conclusion that it is Square $SQBuilding the greatest and most inclusive financial ecosystem to serve all needs
Read more
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree