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From:
playingfordoubles.substack.com
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The Trade Desk (TTD Stock): Advertising For the Rest of the Internet (Part 1)
https://playingfordoubles.substack.com/p/the-trade-desk-ttd-stock-advertising
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The Trade Desk is the largest independent DSP. Network Effects and Economies of Scale are reducing competition, and improving ROI. TTD is becoming a better business as it grows, while its competitors are getting weaker.
