Substack · Sycamore Capital · Matthew at Sycamore
The Trade Desk (TTD) | A Publicis Problem?
Following a disorienting quarterly result, what is actually going on here?
Since publication −5.7% α −5.3 pp vs S&P 500 · USD
US · 1 entry · 1 publication
TTD
Trade Desk, Inc.
- Entries
- 1
- Bullish
- 0
- Bearish
- 0
- First
- Aug 19, 2026
- Latest
- Aug 19, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on TTD at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- August 2026 1 entry
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.