Portfolio Update October 2025: Sector Swings in Quality CompoundersThe Trade Desk – TTD
Pitch Summary: The Trade Desk’s recent leadership appointment and programmatic edge position it well for continued growth, supported by CTV tailwinds and strong NRR. BSD Analysis: The Trade Desk’s 4.1% share price gain reflects its strong market position and growth potential in the advertising technology sector. The appointment of Anders Mortensen as Chief Revenue Officer […]
