The Trade Desk (NASDAQ: TTD ) is a fast-growing ad tech provider leading the market in demand side programmatic advertising. Their unique selling proposition is absolute transparency in being aligned with the ad buyers, as they are not conflictedLDV stands for Long Duration Value. It characterises my investing style and the companies I seek to own. I am a market cap and industry agnostic investor seeking high quality, growing companies that can be comfortably held for decades. My emphasis is on return on in ...

公司业绩 - On Holding AG第一季度业绩表现强劲 按固定汇率计算销售额增长40% 美元走弱对报告结果略有提振 报告销售额增长43% [1] 投资风格 - 投资风格为长期价值投资 注重高质量成长型公司 可长期持有数十年 投资标的不受市值和行业限制 重点关注投资资本回报率和每股自由现金流 认为这是长期股东价值创造的关键驱动因素 [2]