Eli

[Eli @eli_kurland]

@BrzekDennis Hey, please feel free to DM.

[Eli @eli_kurland]

@1SmarterTrader @jablamsky There is certainly a massive misunderstanding of each’s position in the ecosystem, network effects and, as a consequence, leverage.

[Eli @eli_kurland]

@Tubbefader I’d argue $XPO fits here given the fact that robotics automation is a key to their logistics biz present & future. I’m autonomous vehicles will be key to trucking biz eventually too.

[Eli @eli_kurland]

@cameroniadeluca Was considering taking PD gains today. Literally just watched this interview and then decided against it because her bull argument was so strong and clear.

[Eli @eli_kurland]

@TheMarkCooke There’s probably no scenario where you made a bad 5 year investment. I work in advertising so when this IPO’d I jumped on it. Been very focused on it for a long time. Emotional ride but worth it.

[Eli @eli_kurland]

@TheMarkCooke This could be a very advantageous time to get into $TTD given the market evaluated $GOOG’s chess move against Unified ID 2.0 as a big blow to TTD, whereas it may be a HUGE positive.

[Eli @eli_kurland]

@plantmath1 @SatoshiAlien @BahamaBen9 I don’t get it either! Hyper-scaling profitable growth companies getting murdered because of 2% interest rates? Meanwhile rotation into debt-loaded shrinking legacy businesses. How are those not the vulnerable ones to rate hikes?

[Eli @eli_kurland]

@LiviamCapital It’s not free traffic. Facebook has been artificially limiting organic reach for years.

[Eli @eli_kurland]

@RiniMMA @FIGHTLAND @VICE @joshrosenblatt1 Can’t wait until that comes out. And hope you’re well, @joshrosenblatt1.

[Eli @eli_kurland]

@RiniMMA Have all your @Fightland pieces also gone missing? Looks like everything pre-Vice Sports conversion is gone & @vice didn’t archive them anywhere.

[Eli @eli_kurland]

@RiniMMA @FIGHTLAND @VICE You too, man.

[Eli @eli_kurland]

@BackpackerFI Do you have a favorite FinTech ETF?

[Eli @eli_kurland]

@ParrotStock Sold 12.5% of my $BGS position at $40 and put it in $BRK.B. That sentence also serves as my commentary on the market right now too lol.

[Eli @eli_kurland]

@joshuabrist Candidly I would not invest in an SSP. I don’t personally like $APPS but if you want exposure to another ad tech small cap I’d choose APPS over $MGNI. I recommend the podcast Chit Chat Money, where you can find strong analysis on both companies.

[Eli @eli_kurland]

@joshuabrist My answer’s really also TTD (by far my largest holding too). Saying I’d sprinkle in a little ACUIF because they may be on to something for SMBs.

[Eli @eli_kurland]

@joshuabrist 95% TTD, 5% ACUIF.
Not one stock but the one thematic I’d choose over the others on your list. ADBE is a great biz but may be more aligned with its TAM, vs DSPs when you consider total global ad spend is approx $800B/yr and counting.

[Eli @eli_kurland]

@AznWeng @danielsparks @dhaval_kotecha @FromValue @Beth_Kindig @andrescardenal @CCM_Ryan @CCM_Brett @ParrotStock @jablamsky @anandchokkavelu @LuoshengPeng @randfish @HedgeyeComm @DPogrebinsky Thanks for this! Please analyze $TTD

[Eli @eli_kurland]

@theSamParr $TTD. We’re in inning 2 of 8.

[Eli @eli_kurland]

@AxisPointCap @saxena_puru @TheMarkCooke @JonahLupton @traderstewie Switch $mgni for $ttd. There’s a reason why there are no serious sell side players

[Eli @eli_kurland]

@ChartsWithBret @LiviamCapital Are you worried about CVS’s debt level?