Yasser El-Shimy: What an impressive performance this has been and just to circle back to something you try and repeat all the time on your podcast, which is the idea that you can lose up to 100 percent of your capital on this talk, which is rare. But it can happen. However, the gains are uncapped. There is no limit on how much that stock can go up. In this case, we have stock in The Trade Desk that has 8Xed over three years. That's just an incredible performance. This company has almost single-handedly reinvented the programmatic advertising space. Providing an online marketplace where sellers and buyers of digital ads can match their needs and prices. They take a very profitable cut on each of the transactions that happen on that marketplace. Now this talk was punished for a while by changes to privacy settings from
Apple where they did not allow apps to track user behavior on the iPhone.
Alphabet also announced that it would discontinue cookies on their Chrome web browsers, which allowed advertisers to track the habits of browsers as they did so in real-time. Now, nonetheless, founder and CEO, Jeff Green, who's the visionary founder at this Company, maintained all along, that they have built a new system to improve app targeting without the need for cookies or app tracking on iPhones, of course, the market ridiculed that, that will just simply almost ludicrous idea to entertain that you could do without cookies or iPhone app tracking, especially with companies like Snapchat reporting dramatic declines in ad revenue due to these Privacy Setting changes. The Trade Desk did seem for a while like it was in trouble, but in fact, the joke was on the street. The Trade desk reported very impressive results this quarter, with revenue increasing by 39 percent year-over-year. In fact, it could be seen as 47 percent increase if we exclude the impact of presidential election ad spend from last year. The companies also reported very robust profitability numbers that beat expectations. Jeff Green effectively hailed this new digital ads paradigm, called UID2 to end the reliance on what he called walled gardens of Apple and Google. He suggested that UID2 is in fact more accurate than cookies. Maybe he's onto something here because I see this quarter as potentially breakthrough moment for The Trade Desk and its clients. I mean, The Trade Desk is growing faster than the digital ad market overall, despite its big size and it's taking market share from competitors. This is why winners win, David.
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