Great article! That's an outstanding leader list you have. Tesla to me is the most obvious of the group. TTD is a confusing company for me - the potential appears to be there, but it's been hard for me to allocate it to my "buy and hold for years" bucket. (It's been a trading vehicle for me this year.) The markets it operates in are lucrative, but I'm not sure it can capture significant parts of it without serious margin declines (which already appear to be happening.)
Great article! That's an outstanding leader list you have. Tesla to me is the most obvious of the group. TTD is a confusing company for me - the potential appears to be there, but it's been hard for me to allocate it to my "buy and hold for years" bucket. (It's been a trading vehicle for me this year.) The markets it operates in are lucrative, but I'm not sure it can capture significant parts of it without serious margin declines (which already appear to be happening.)
Anyway, love your work and keep it up!
Thank you.