Trade Desk下跌了4点。Trade Desk一直令人失望。我希望看到Ventura更多增长，但这很难。你没有行业，你知道。
Trade Desk down four. Trade desk has been disappointing. I'd like to see Ventura boom more, but uh it's hard. You don't have the industry, you know.
所以，我们在大约每股120美元时卖掉了Trade Desk，那是因为我们看到了来自Netflix的危险信号。不幸的是，我的股票算法显示Trade Desk还有更多下行空间。我对其公允价值估计约为4美元，这真的很糟糕。真的非常低。
So, we got rid of Tradeesk at like $120 a share, and it's because we saw a red flag coming from Netflix. Unfortunately, uh my stock Algo has even more downside ahead for Tradeesk.
I have this at like a $4 fair value estimate, which is really bad. Like really, really low.
好吧，我直接在这里给你答案。他们的收入增长了3%，而销售成本增加了22%。增长已经崩溃，成本正在爆炸。也许他们可以扭转局面。我希望他们能扭转局面。我有点嫉妒。呃，或者我不应该说我是嫉妒。
我并不嫉妒。Trade Desk是我居住的城市加利福尼亚州文图拉市最大的公司。我希望他们蓬勃发展，因为这有助于这座城市，对吧？所以，我想看到他们赢，但他们需要扭转局面，因为目前他们的利润率轨迹证明非常低的目标价是合理的。
Well, I I'll just give you the answer right here. Their revenue is up 3% and their costs of goods sold increased 22%. Growth has collapsed and costs are exploding. And maybe maybe they could turn it around.
I hope they could turn it around. I'm like jealous. Uh or or I I shouldn't say I was jealous. I'm not jealous. Trade. I am uh well, okay, let me figure out how I'm trying to word this.
Trades is the biggest company in the city that I live in, Ventura, California. I would love for them to boom because it helps the city, right? So, like I want to see them win, but they need to turn it around because right now their margin trajectory justifies a very low price target.