ttd 今年跌殘了。不知為什麽這麽衰！

所有跟帖： 

• What happens to TTD will happen to any high growth stock.... -三心三意- ♂ (575 bytes) () 12/03/2025 postreply 15:36:26

• BTW, this is why people often say "dont buy losers" -三心三意- ♂ (451 bytes) () 12/03/2025 postreply 15:46:17

• 基本麵的變化，最好是順勢而為，能turn around的概率小 -GandalfOld- ♂ (0 bytes) () 12/03/2025 postreply 17:28:35

• 如果做趨勢，趨勢變了就出局，不持有任何下降趨勢的股，跌再多也和我無關。 -我是一隻井底蛙- ♂ (0 bytes) () 12/03/2025 postreply 15:55:10

• 謝謝三心無價的分析總結和娃娃的高見！ 我把這股放在觀察單裏三年了。幾次想買都放棄了，主要沒感覺到它的獨特性革命性龍頭地位 -底線清晰- ♂ (0 bytes) () 12/03/2025 postreply 16:53:26

• 建議網友點進上麵兩個三心的帖子，裏麵有內容！ -底線清晰- ♂ (0 bytes) () 12/03/2025 postreply 17:04:57

• 實際上，這個公司的revenue & earning growth 雖然慢了，但是增速還是double digit -bogbog- ♀ (393 bytes) () 12/03/2025 postreply 17:28:50

• Yes, rev growth was 30% until 24. In 25, it down to 18% -三心三意- ♂ (331 bytes) () 12/03/2025 postreply 17:38:24

• Earning growth is even lower than revenue growth -薄利多收- ♂ (155 bytes) () 12/03/2025 postreply 17:51:10

• 看這裏，有具體的數據 -三心三意- ♂ (142 bytes) () 12/03/2025 postreply 18:04:50

• Yes, they reported 70M CapEx in Q3 ..... -三心三意- ♂ (171 bytes) () 12/03/2025 postreply 18:07:00

• Thanks。 I didn't spend time for this company yet. -薄利多收- ♂ (44 bytes) () 12/03/2025 postreply 18:10:49

• I'll skip TTD for now as well, there're so many better ones -曉炎- ♀ (91 bytes) () 12/03/2025 postreply 18:15:35

• Sure thing。 ：） -薄利多收- ♂ (0 bytes) () 12/03/2025 postreply 18:33:22

• 他家的TTM EPS diluted 增加145%， 很多公司都沒辦法做到。 -bogbog- ♀ (0 bytes) () 12/03/2025 postreply 17:48:51

• 我看到的是這個季度 EPS 10%， revenue 17% growth。也可能我的數據有誤 -薄利多收- ♂ (42 bytes) () 12/03/2025 postreply 17:53:11

• I've been tracking TTD for a quite while, starting from -曉炎- ♀ (410 bytes) () 12/03/2025 postreply 18:12:16

• 哈哈，那我要好好去看看了。看了三心同學的摘要。 -薄利多收- ♂ (73 bytes) () 12/03/2025 postreply 18:15:38

• OK， I will skip one. :) -薄利多收- ♂ (0 bytes) () 12/03/2025 postreply 18:16:55

• 哦，我在上麵一條回答你了。同意你說的，it's a pass :) -曉炎- ♀ (0 bytes) () 12/03/2025 postreply 18:17:25

• 主要是以前給的估值太高了，一直按廣告龍頭算的。股價掉到目前才勉強合理，要是增速繼續放緩就慘了。 -GandalfOld- ♂ (79 bytes) () 12/03/2025 postreply 17:54:07

• 有點感歎 -Laoxisi- ♂ (361 bytes) () 12/04/2025 postreply 04:47:26

• 這麽多人不看好，那我應該把他列到watchlist, just kidding -bogbog- ♀ (0 bytes) () 12/04/2025 postreply 08:30:21